BetterWealth, LLC
- SEC CIK
- 0001911702
- 最新申報
- 2026/7/21
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/20 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 44
- 較 2022 年第 4 季 +5
- 總值
- $2.47 億
- 較 2022 年第 4 季 +$2,494 萬 (+11.2%)
| 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 | 2,719,928 | $6,930 萬 | 28.1% | +43,546+1.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 161,866 | $2,669 萬 | 10.8% | −3,651−2.2% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 791,402 | $1,990 萬 | 8.1% | +22,004+2.9% | 加碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 824,159 | $1,901 萬 | 7.7% | −4,499−0.5% | 減碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 587,180 | $1,464 萬 | 5.9% | +15,590+2.7% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 337,258 | $1,433 萬 | 5.8% | +5,386+1.6% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 170,714 | $1,306 萬 | 5.3% | +2,884+1.7% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 541,201 | $1,277 萬 | 5.2% | +21,023+4.0% | 加碼 | – |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 249,489 | $1,034 萬 | 4.2% | −710.0% | 減碼 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 424,834 | $1,027 萬 | 4.2% | +14,425+3.5% | 加碼 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 118,564 | $507.8 萬 | 2.1% | +3,190+2.8% | 加碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 183,115 | $435.9 萬 | 1.8% | +9,477+5.5% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 93,631 | $416.7 萬 | 1.7% | −7,617−7.5% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 35,546 | $285.2 萬 | 1.2% | −1,523−4.1% | 減碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 98,421 | $262.0 萬 | 1.1% | +98,421 | 新進 | – |
| GOOGAlphabet Inc. | Stock | 19,298 | $200.7 萬 | 0.8% | +14,627+313.1% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 59,032 | $197.6 萬 | 0.8% | −6,406−9.8% | 減碼 | – |
| Vanguard World FD921910691 | ESG US CORP BD | 24,446 | $153.3 萬 | 0.6% | +24,446 | 新進 | – |
| MSFTMicrosoft Corp | Stock | 4,312 | $124.3 萬 | 0.5% | +6+0.1% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 31,505 | $94.7 萬 | 0.4% | +31,505 | 新進 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 17,592 | $92.7 萬 | 0.4% | +27+0.2% | 加碼 | – |
| TSLATesla, Inc. | Stock | 3,693 | $76.6 萬 | 0.3% | +21+0.6% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 14,151 | $73.4 萬 | 0.3% | +14,151 | 新進 | – |
| TGTTarget Corp | Stock | 3,343 | $55.4 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,240 | $54.4 萬 | 0.2% | −300−5.4% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 16,986 | $50.8 萬 | 0.2% | +16,986 | 新進 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,168 | $50.6 萬 | 0.2% | +17+0.2% | 加碼 | – |
| CVXChevron Corp | Stock | 3,061 | $49.9 萬 | 0.2% | −40−1.3% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,258 | $48.4 萬 | 0.2% | −841−8.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,538 | $46.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EXPOExponent Inc | COM | 4,666 | $46.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 589 | $37.8 萬 | 0.2% | +4+0.7% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 9,058 | $35.2 萬 | 0.1% | +46+0.5% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,452 | $33.9 萬 | 0.1% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 2,652 | $33.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,926 | $30.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,869 | $29.0 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| UIUbiquiti Inc. | COM | 1,000 | $27.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 556 | $22.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PCGPG&E Corp | Stock | 13,600 | $22.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BKRBaker Hughes Co | CL A | 7,600 | $21.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,929 | $21.2 萬 | 0.1% | +4+0.2% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,711 | $21.0 萬 | 0.1% | +1,711 | 新進 | 歷史 |
| FFord Motor Co | Stock | 12,841 | $16.2 萬 | 0.1% | +14+0.1% | 加碼 | 歷史 |
2022 年第 4 季之後清倉（1 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。