BetterWealth, LLC
- SEC CIK
- 0001911702
- 最新申報
- 2026/7/21
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/15 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 70
- 較 2025 年第 3 季 +1
- 總值
- $4.39 億
- 較 2025 年第 3 季 +$1,854 萬 (+4.4%)
| 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 | 2,801,085 | $1.11 億 | 25.3% | +23,959+0.9% | 加碼 | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 1,820,653 | $5,959 萬 | 13.6% | +19,464+1.1% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 464,919 | $3,621 萬 | 8.3% | +24,530+5.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 132,081 | $3,591 萬 | 8.2% | −712−0.5% | 減碼 | 歷史 |
| RBB Fund Trust75526L852 | LONGVIEW ADVANTG | 582,018 | $3,293 萬 | 7.5% | −4,064−0.7% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 274,869 | $2,166 萬 | 4.9% | +14,423+5.5% | 加碼 | – |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 555,653 | $1,642 萬 | 3.7% | +20,769+3.9% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 160,295 | $1,635 萬 | 3.7% | +8,984+5.9% | 加碼 | – |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 331,488 | $1,443 萬 | 3.3% | +14,839+4.7% | 加碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 235,393 | $1,027 萬 | 2.3% | +12,184+5.5% | 加碼 | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 205,726 | $914.9 萬 | 2.1% | +4,394+2.2% | 加碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 108,672 | $837.0 萬 | 1.9% | +3,185+3.0% | 加碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 167,429 | $636.2 萬 | 1.5% | −2,408−1.4% | 減碼 | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 166,572 | $527.5 萬 | 1.2% | −1,779−1.1% | 減碼 | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 133,529 | $507.8 萬 | 1.2% | −2,136−1.6% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 16,135 | $506.3 萬 | 1.2% | −199−1.2% | 減碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 54,599 | $457.3 萬 | 1.0% | +4,345+8.6% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 129,130 | $427.2 萬 | 1.0% | −1,870−1.4% | 減碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 100,323 | $330.0 萬 | 0.8% | −2,710−2.6% | 減碼 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 55,833 | $242.5 萬 | 0.6% | −6,475−10.4% | 減碼 | – |
| TSLATesla, Inc. | Stock | 4,480 | $201.5 萬 | 0.5% | −43−1.0% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 10,192 | $190.1 萬 | 0.4% | +1,543+17.8% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 9,181 | $190.0 萬 | 0.4% | −513−5.3% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,766 | $173.5 萬 | 0.4% | +10.0% | 加碼 | – |
| Vanguard World FD921910691 | ESG US CORP BD | 25,027 | $159.2 萬 | 0.4% | +1,832+7.9% | 加碼 | – |
| Vanguard Instl Index FD922040845 | 0 3 MO TR BI ETF | 21,002 | $158.4 萬 | 0.4% | +376+1.8% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 29,952 | $143.6 萬 | 0.3% | +5,447+22.2% | 加碼 | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 26,606 | $114.0 萬 | 0.3% | −2,007−7.0% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 18,348 | $109.2 萬 | 0.2% | −1,314−6.7% | 減碼 | – |
| ESEversource Energy | Stock | 15,499 | $104.4 萬 | 0.2% | −3,488−18.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,818 | $91.4 萬 | 0.2% | −18−1.0% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 18,641 | $86.8 萬 | 0.2% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 15,363 | $79.6 萬 | 0.2% | +712+4.9% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,136 | $69.8 萬 | 0.2% | −37−3.2% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 2,888 | $66.7 萬 | 0.2% | −493−14.6% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 584 | $62.7 萬 | 0.1% | −8−1.4% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 3,594 | $54.8 萬 | 0.1% | −168−4.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,090 | $52.7 萬 | 0.1% | −123−10.1% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 12,528 | $52.0 萬 | 0.1% | −1,931−13.4% | 減碼 | – |
| Listed FDS Tr53656G498 | ROUN MA SEVE ETF | 5,825 | $38.4 萬 | 0.1% | 00.0% | 不變 | – |
| AMATApplied Materials Inc | Stock | 1,419 | $36.5 萬 | 0.1% | −18−1.3% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 3,056 | $34.0 萬 | 0.1% | −46−1.5% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,728 | $33.0 萬 | 0.1% | 00.0% | 不變 | – |
| CSCOCisco Systems, Inc. | Stock | 4,242 | $32.7 萬 | 0.1% | −39−0.9% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 3,505 | $32.7 萬 | 0.1% | −33−0.9% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 268 | $32.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| EXPOExponent Inc | COM | 4,666 | $32.4 萬 | 0.1% | −21−0.4% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,153 | $32.2 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 4,215 | $31.8 萬 | 0.1% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 472 | $31.2 萬 | 0.1% | −23−4.6% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 973 | $30.5 萬 | 0.1% | −504−34.1% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 1,020 | $29.1 萬 | 0.1% | +1,020 | 新進 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 425 | $29.0 萬 | 0.1% | −1−0.2% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 412 | $27.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,152 | $25.9 萬 | 0.1% | −42−1.9% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,188 | $25.4 萬 | 0.1% | +1,188 | 新進 | 歷史 |
| TDToronto Dominion Bank | Stock | 2,680 | $25.2 萬 | 0.1% | −75−2.7% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,453 | $24.9 萬 | 0.1% | −461−24.1% | 減碼 | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 7,796 | $22.8 萬 | 0.1% | 00.0% | 不變 | – |
| AVBHAvidbank Holdings, Inc. | COM | 8,484 | $22.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 261 | $22.5 萬 | 0.1% | −23−8.1% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 2,400 | $22.5 萬 | 0.1% | −40−1.6% | 減碼依 10 比 1 拆股換算 | 歷史 |
| PCGPG&E Corp | Stock | 13,731 | $22.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 2,599 | $21.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 4,088 | $21.8 萬 | <0.1% | +4,088 | 新進 | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 551 | $21.3 萬 | <0.1% | 00.0% | 不變 | – |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 7,752 | $21.0 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 633 | $20.4 萬 | <0.1% | −42−6.2% | 減碼 | 歷史 |
| LRCXLam Research Corp | Stock | 1,173 | $20.1 萬 | <0.1% | +1,173 | 新進 | 歷史 |
| Manager Directed Portfolios56170L695 | VERT GLB SUST RE | 19,059 | $19.8 萬 | <0.1% | +946+5.2% | 加碼 | – |
2025 年第 3 季之後清倉（3 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,096 | $51.3 萬 | 0.1% | – |
| iShares Tr464287150 | CORE S&P TTL STK | 1,845 | $26.9 萬 | 0.1% | – |
| Vanguard Instl Index FD922040852 | ULTR SHOR TR ETF | 2,925 | $22.1 萬 | 0.1% | – |