BetterWealth, LLC
- SEC CIK
- 0001911702
- 最新申報
- 2026/7/21
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/24 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 45
- 較 2023 年第 1 季 +1
- 總值
- $2.57 億
- 較 2023 年第 1 季 +$985.8 萬 (+4.0%)
| 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 | 2,717,807 | $7,379 萬 | 28.7% | −2,121−0.1% | 減碼 | – |
| AAPLApple Inc. | Stock | 150,229 | $2,914 萬 | 11.3% | −11,637−7.2% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 793,701 | $2,106 萬 | 8.2% | +2,299+0.3% | 加碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 832,007 | $1,939 萬 | 7.5% | +7,848+1.0% | 加碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 595,928 | $1,532 萬 | 6.0% | +8,748+1.5% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 335,856 | $1,402 萬 | 5.5% | −1,402−0.4% | 減碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 544,705 | $1,310 萬 | 5.1% | +3,504+0.6% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 169,148 | $1,278 萬 | 5.0% | −1,566−0.9% | 減碼 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 426,791 | $1,045 萬 | 4.1% | +1,957+0.5% | 加碼 | – |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 252,985 | $1,036 萬 | 4.0% | +3,496+1.4% | 加碼 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 119,014 | $491.6 萬 | 1.9% | +450+0.4% | 加碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 186,123 | $440.2 萬 | 1.7% | +3,008+1.6% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 77,676 | $360.3 萬 | 1.4% | −15,955−17.0% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 37,038 | $292.7 萬 | 1.1% | +1,492+4.2% | 加碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 97,686 | $280.4 萬 | 1.1% | −735−0.7% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 19,298 | $233.4 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 57,305 | $197.7 萬 | 0.8% | −1,727−2.9% | 減碼 | – |
| Vanguard World FD921910691 | ESG US CORP BD | 25,019 | $155.1 萬 | 0.6% | +573+2.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 4,317 | $147.0 萬 | 0.6% | +5+0.1% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 32,714 | $99.6 萬 | 0.4% | +1,209+3.8% | 加碼 | – |
| TSLATesla, Inc. | Stock | 3,693 | $96.7 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 16,482 | $90.3 萬 | 0.4% | −1,110−6.3% | 減碼 | – |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 14,669 | $75.0 萬 | 0.3% | +518+3.7% | 加碼 | – |
| GOOGLAlphabet Inc. | Stock | 5,240 | $62.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 17,844 | $54.3 萬 | 0.2% | +858+5.1% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 4,152 | $54.1 萬 | 0.2% | −386−8.5% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,258 | $51.9 萬 | 0.2% | +90+1.0% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 593 | $51.4 萬 | 0.2% | +4+0.7% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,324 | $48.2 萬 | 0.2% | +66+0.7% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 3,061 | $48.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 3,343 | $44.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EXPOExponent Inc | COM | 4,666 | $43.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,452 | $34.8 萬 | 0.1% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 2,652 | $31.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JNJJohnson & Johnson | Stock | 1,869 | $30.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,926 | $29.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 568 | $26.6 萬 | 0.1% | +568 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,715 | $24.8 萬 | 0.1% | +4+0.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 556 | $24.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BKRBaker Hughes Co | CL A | 7,600 | $24.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PCGPG&E Corp | Stock | 13,600 | $23.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E270 | ENVIR AWR RL EST | 9,318 | $22.8 萬 | 0.1% | +9,318 | 新進 | – |
| XOMExxonMobil Holdings Corp | COM | 1,934 | $20.7 萬 | 0.1% | +5+0.3% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,246 | $20.6 萬 | 0.1% | +1,246 | 新進 | – |
| FFord Motor Co | Stock | 12,857 | $19.5 萬 | 0.1% | +16+0.1% | 加碼 | 歷史 |
2023 年第 1 季之後清倉（2 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。