BetterWealth, LLC
- SEC CIK
- 0001911702
- 最新申報
- 2026/7/21
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/23 申報。只含多頭部位，變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 61
- 較 2023 年第 3 季 +12
- 總值
- $2.92 億
- 較 2023 年第 3 季 +$4,410 萬 (+17.8%)
| 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 | 2,909,389 | $8,504 萬 | 29.1% | +227,639+8.5% | 加碼 | – |
| AAPLApple Inc. | Stock | 153,368 | $2,953 萬 | 10.1% | +1,129+0.7% | 加碼 | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 927,729 | $2,266 萬 | 7.7% | +97,575+11.8% | 加碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 771,714 | $2,208 萬 | 7.5% | −8,376−1.1% | 減碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 590,235 | $1,719 萬 | 5.9% | −2,350−0.4% | 減碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 352,148 | $1,493 萬 | 5.1% | +6,923+2.0% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 549,061 | $1,370 萬 | 4.7% | +1,499+0.3% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 169,175 | $1,303 萬 | 4.5% | −1,802−1.1% | 減碼 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 421,226 | $1,081 萬 | 3.7% | −5,550−1.3% | 減碼 | – |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 160,220 | $693.9 萬 | 2.4% | −97,736−37.9% | 減碼 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 125,067 | $516.3 萬 | 1.8% | +829+0.7% | 加碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 185,279 | $477.7 萬 | 1.6% | −2,592−1.4% | 減碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 171,433 | $445.4 萬 | 1.5% | +171,433 | 新進 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 76,414 | $399.9 萬 | 1.4% | +241+0.3% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 39,412 | $320.3 萬 | 1.1% | +652+1.7% | 加碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 95,598 | $297.6 萬 | 1.0% | +908+1.0% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 20,758 | $292.5 萬 | 1.0% | +1,460+7.6% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 55,386 | $206.1 萬 | 0.7% | −321−0.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 5,137 | $193.2 萬 | 0.7% | +109+2.2% | 加碼 | 歷史 |
| American Centy ETF Tr025072695 | CORE MUNI FXD IN | 36,701 | $172.1 萬 | 0.6% | +36,701 | 新進 | – |
| JNJJohnson & Johnson | Stock | 10,184 | $159.6 萬 | 0.5% | +8,015+369.5% | 加碼 | 歷史 |
| Vanguard World FD921910691 | ESG US CORP BD | 24,560 | $155.7 萬 | 0.5% | +199+0.8% | 加碼 | – |
| Schwab Charles Family FD808515530 | AMT TAX FREE MNY | 1,548,916 | $154.9 萬 | 0.5% | +1,548,916 | 新進 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 39,150 | $130.2 萬 | 0.4% | +39,150 | 新進 | – |
| AMZNAmazon Com Inc | Stock | 7,576 | $115.1 萬 | 0.4% | +420+5.9% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 35,309 | $113.1 萬 | 0.4% | +1,425+4.2% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 16,206 | $96.6 萬 | 0.3% | −313−1.9% | 減碼 | – |
| TSLATesla, Inc. | Stock | 3,693 | $91.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,789 | $88.6 萬 | 0.3% | +13+0.7% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 15,162 | $78.7 萬 | 0.3% | +583+4.0% | 加碼 | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 25,777 | $74.9 萬 | 0.3% | +25,777 | 新進 | – |
| GOOGLAlphabet Inc. | Stock | 5,293 | $73.9 萬 | 0.3% | +53+1.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 602 | $67.2 萬 | 0.2% | +9+1.5% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,450 | $58.1 萬 | 0.2% | +1,400+133.3% | 加碼 | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 17,962 | $56.8 萬 | 0.2% | +384+2.2% | 加碼 | – |
| TGTTarget Corp | Stock | 3,343 | $47.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,328 | $47.4 萬 | 0.2% | +1,328 | 新進 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 9,144 | $46.2 萬 | 0.2% | +142+1.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 3,070 | $45.8 萬 | 0.2% | +9+0.3% | 加碼 | 歷史 |
| EXPOExponent Inc | COM | 4,666 | $41.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 7,161 | $39.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 6,837 | $39.6 萬 | 0.1% | +83+1.2% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 2,658 | $38.4 萬 | 0.1% | +6+0.2% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 768 | $37.2 萬 | 0.1% | +768 | 新進 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,452 | $36.7 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,127 | $34.2 萬 | 0.1% | +1,127 | 新進 | – |
| LLYEli Lilly & Co | Stock | 574 | $33.4 萬 | 0.1% | +6+1.1% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 6,928 | $32.6 萬 | 0.1% | +6,928 | 新進 | – |
| KLACKLA Corp | COM NEW | 512 | $29.8 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,947 | $28.3 萬 | 0.1% | +21+0.7% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,721 | $27.9 萬 | 0.1% | +6+0.3% | 加碼 | 歷史 |
| BKRBaker Hughes Co | CL A | 7,600 | $26.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 534 | $25.4 萬 | 0.1% | −10−1.8% | 減碼 | 歷史 |
| PCGPG&E Corp | Stock | 13,600 | $24.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E270 | ENVIR AWR RL EST | 9,248 | $24.1 萬 | 0.1% | +49+0.5% | 加碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,260 | $22.7 萬 | 0.1% | +1,260 | 新進 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 526 | $21.5 萬 | 0.1% | +526 | 新進 | – |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 8,995 | $21.0 萬 | 0.1% | +8,995 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,046 | $20.5 萬 | 0.1% | +112+5.8% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 12,906 | $15.7 萬 | 0.1% | +34+0.3% | 加碼 | 歷史 |
| ASXASE Technology Holding Co., Ltd. | SPONSORED ADS | 10,000 | $9.41 萬 | <0.1% | +10,000 | 新進 | 歷史 |
2023 年第 3 季之後清倉（1 檔）
2023 年第 3 季季末還持有、這份申報已經沒有的部位。