BetterWealth, LLC
- SEC CIK
- 0001911702
- 最新申報
- 2026/7/21
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/28 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 61
- 較 2024 年第 4 季 −7
- 總值
- $3.56 億
- 較 2024 年第 4 季 −$662.3 萬 (−1.8%)
| 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 | 2,738,803 | $9,035 萬 | 25.4% | −109,547−3.8% | 減碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 1,794,893 | $4,703 萬 | 13.2% | +40,175+2.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 147,484 | $3,276 萬 | 9.2% | −30,396−17.1% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 405,438 | $3,104 萬 | 8.7% | +8,467+2.1% | 加碼 | – |
| RBB Fund Trust75526L852 | LONGVIEW ADVANTG | 582,885 | $2,758 萬 | 7.7% | +582,885 | 新進 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 229,193 | $1,794 萬 | 5.0% | +5,157+2.3% | 加碼 | – |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 306,461 | $1,318 萬 | 3.7% | +21,405+7.5% | 加碼 | – |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 479,388 | $1,174 萬 | 3.3% | +42,223+9.7% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 129,005 | $1,125 萬 | 3.2% | +11,730+10.0% | 加碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 203,761 | $726.2 萬 | 2.0% | +20,411+11.1% | 加碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 186,884 | $640.1 萬 | 1.8% | +16,531+9.7% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 96,806 | $582.5 萬 | 1.6% | +12,683+15.1% | 加碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 179,699 | $523.3 萬 | 1.5% | −4,370−2.4% | 減碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 149,312 | $494.8 萬 | 1.4% | −195,488−56.7% | 減碼 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 176,826 | $476.4 萬 | 1.3% | −9,263−5.0% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 46,220 | $377.9 萬 | 1.1% | +121+0.3% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 138,733 | $367.1 萬 | 1.0% | −8,907−6.0% | 減碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 121,591 | $342.3 萬 | 1.0% | −112,117−48.0% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 17,048 | $266.3 萬 | 0.7% | −1,273−6.9% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 59,559 | $213.3 萬 | 0.6% | −18,062−23.3% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 18,299 | $198.3 萬 | 0.6% | +151+0.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 9,938 | $164.8 萬 | 0.5% | −256−2.5% | 減碼 | 歷史 |
| Vanguard World FD921910691 | ESG US CORP BD | 22,768 | $143.3 萬 | 0.4% | −9,604−29.7% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,730 | $140.3 萬 | 0.4% | −20−0.7% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 24,547 | $126.4 萬 | 0.4% | −40,303−62.1% | 減碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 25,166 | $119.6 萬 | 0.3% | +1,427+6.0% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,818 | $96.8 萬 | 0.3% | −97−5.1% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 23,419 | $96.5 萬 | 0.3% | −25,018−51.7% | 減碼 | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 27,612 | $96.3 萬 | 0.3% | −9,615−25.8% | 減碼 | – |
| TSLATesla, Inc. | Stock | 3,510 | $91.0 萬 | 0.3% | −46−1.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,079 | $78.0 萬 | 0.2% | −370−15.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,677 | $70.0 萬 | 0.2% | −3,456−48.5% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 13,547 | $69.8 萬 | 0.2% | −3,607−21.0% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 578 | $47.7 萬 | 0.1% | −11−1.9% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 13,640 | $45.9 萬 | 0.1% | −4,247−23.7% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 19,695 | $42.4 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,395 | $41.4 萬 | 0.1% | −57−2.3% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,500 | $41.2 萬 | 0.1% | 00.0% | 不變 | – |
| CVXChevron Corp | Stock | 2,429 | $40.6 萬 | 0.1% | −641−20.9% | 減碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,096 | $39.6 萬 | 0.1% | 00.0% | 不變 | – |
| EXPOExponent Inc | COM | 4,666 | $37.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,348 | $34.6 萬 | 0.1% | +46+3.5% | 加碼 | – |
| Listed FDS Tr53656G498 | ROUN MA SEVE ETF | 6,936 | $31.8 萬 | 0.1% | 00.0% | 不變 | – |
| KLACKLA Corp | COM NEW | 452 | $30.7 萬 | 0.1% | −69−13.2% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,953 | $30.0 萬 | 0.1% | −670−25.5% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,679 | $28.9 萬 | 0.1% | −4,506−49.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 3,092 | $27.1 萬 | 0.1% | −23−0.7% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 277 | $26.2 萬 | 0.1% | −9−3.1% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 4,215 | $26.2 萬 | 0.1% | −800−16.0% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 2,620 | $25.7 萬 | 0.1% | −547−17.3% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,151 | $25.6 萬 | 0.1% | +24+1.1% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 526 | $24.7 萬 | 0.1% | +526 | 新進 | – |
| WFCWells Fargo & Company | Stock | 3,421 | $24.6 萬 | 0.1% | +103+3.1% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,812 | $24.5 萬 | 0.1% | +4,812 | 新進 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 425 | $23.8 萬 | 0.1% | +425 | 新進 | 歷史 |
| PCGPG&E Corp | Stock | 13,731 | $23.6 萬 | 0.1% | +100+0.7% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,372 | $23.4 萬 | 0.1% | +178+14.9% | 加碼 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 7,796 | $22.8 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,148 | $22.3 萬 | 0.1% | 00.0% | 不變 | – |
| AMATApplied Materials Inc | Stock | 1,419 | $20.6 萬 | 0.1% | −85−5.7% | 減碼 | 歷史 |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 16,909 | $17.1 萬 | <0.1% | −8,511−33.5% | 減碼 | – |
2024 年第 4 季之後清倉（11 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| American Centy ETF Tr025072695 | CORE MUNI FXD IN | 36,701 | $169.3 萬 | 0.5% | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 14,295 | $93.0 萬 | 0.3% | – |
| UNPUnion Pacific Corp | Stock | 2,372 | $54.1 萬 | 0.1% | 歷史 |
| TGTTarget Corp | Stock | 3,300 | $44.6 萬 | 0.1% | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,900 | $36.0 萬 | 0.1% | 歷史 |
| BKRBaker Hughes Co | CL A | 7,628 | $31.3 萬 | 0.1% | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,249 | $24.8 萬 | 0.1% | – |
| AVGOBroadcom Inc. | Stock | 1,056 | $24.5 萬 | 0.1% | 歷史 |
| IPInternational Paper Co | COM | 4,500 | $24.2 萬 | 0.1% | 歷史 |
| ROKRockwell Automation, Inc | Stock | 740 | $21.1 萬 | 0.1% | 歷史 |
| FFord Motor Co | Stock | 11,646 | $11.5 萬 | <0.1% | 歷史 |