BetterWealth, LLC
- SEC CIK
- 0001911702
- 最新申報
- 2026/7/21
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 63
- 較 2025 年第 1 季 +2
- 總值
- $3.90 億
- 較 2025 年第 1 季 +$3,406 萬 (+9.6%)
| 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 | 2,816,105 | $1.01 億 | 25.8% | +77,302+2.8% | 加碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 1,830,211 | $5,375 萬 | 13.8% | +35,318+2.0% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 426,604 | $3,299 萬 | 8.5% | +21,166+5.2% | 加碼 | – |
| RBB Fund Trust75526L852 | LONGVIEW ADVANTG | 583,951 | $2,971 萬 | 7.6% | +1,066+0.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 144,586 | $2,966 萬 | 7.6% | −2,898−2.0% | 減碼 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 245,236 | $1,930 萬 | 4.9% | +16,043+7.0% | 加碼 | – |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 525,246 | $1,425 萬 | 3.6% | +45,858+9.6% | 加碼 | – |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 314,040 | $1,387 萬 | 3.6% | +7,579+2.5% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 146,123 | $1,331 萬 | 3.4% | +17,118+13.3% | 加碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 219,370 | $866.3 萬 | 2.2% | +15,609+7.7% | 加碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 201,118 | $817.5 萬 | 2.1% | +14,234+7.6% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 103,956 | $712.5 萬 | 1.8% | +7,150+7.4% | 加碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 175,943 | $579.0 萬 | 1.5% | −3,756−2.1% | 減碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 146,898 | $522.4 萬 | 1.3% | −2,414−1.6% | 減碼 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 172,663 | $509.2 萬 | 1.3% | −4,163−2.4% | 減碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 135,292 | $401.5 萬 | 1.0% | −3,441−2.5% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 47,637 | $395.0 萬 | 1.0% | +1,417+3.1% | 加碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 112,752 | $331.8 萬 | 0.8% | −8,839−7.3% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 16,898 | $299.8 萬 | 0.8% | −150−0.9% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 18,914 | $298.8 萬 | 0.8% | +615+3.4% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 59,857 | $234.9 萬 | 0.6% | +298+0.5% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,730 | $155.1 萬 | 0.4% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 9,925 | $151.6 萬 | 0.4% | −13−0.1% | 減碼 | 歷史 |
| Vanguard World FD921910691 | ESG US CORP BD | 22,990 | $145.8 萬 | 0.4% | +222+1.0% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 24,165 | $130.4 萬 | 0.3% | −382−1.6% | 減碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 25,911 | $124.4 萬 | 0.3% | +745+3.0% | 加碼 | – |
| TSLATesla, Inc. | Stock | 3,510 | $111.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 27,298 | $107.6 萬 | 0.3% | −314−1.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 2,053 | $102.1 萬 | 0.3% | −26−1.3% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 23,419 | $99.0 萬 | 0.3% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,818 | $88.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,677 | $80.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 14,131 | $74.1 萬 | 0.2% | +584+4.3% | 加碼 | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 13,808 | $52.6 萬 | 0.1% | +168+1.2% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 19,695 | $46.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,096 | $46.5 萬 | 0.1% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 578 | $45.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,395 | $42.3 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,290 | $39.2 萬 | 0.1% | −210−14.0% | 減碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,348 | $38.5 萬 | 0.1% | 00.0% | 不變 | – |
| EXPOExponent Inc | COM | 4,666 | $34.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 2,371 | $34.0 萬 | 0.1% | −58−2.4% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,697 | $32.6 萬 | 0.1% | +18+0.4% | 加碼 | 歷史 |
| Listed FDS Tr53656G498 | ROUN MA SEVE ETF | 5,825 | $32.3 萬 | 0.1% | −1,111−16.0% | 減碼 | – |
| INTUIntuit Inc. | Stock | 397 | $31.3 萬 | 0.1% | +397 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,903 | $30.3 萬 | 0.1% | −50−2.6% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 3,059 | $29.9 萬 | 0.1% | −33−1.1% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 4,215 | $29.1 萬 | 0.1% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 526 | $29.0 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,812 | $27.4 萬 | 0.1% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 277 | $27.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 3,421 | $27.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 426 | $26.3 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,419 | $26.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KLACKLA Corp | COM NEW | 268 | $24.0 萬 | 0.1% | −184−40.7% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,599 | $23.8 萬 | 0.1% | −21−0.8% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,148 | $23.5 萬 | 0.1% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 2,151 | $23.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 7,796 | $22.8 萬 | 0.1% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 1,372 | $21.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,236 | $21.8 萬 | 0.1% | +1,236 | 新進 | 歷史 |
| PCGPG&E Corp | Stock | 13,731 | $19.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 16,909 | $17.7 萬 | <0.1% | 00.0% | 不變 | – |