Valued Wealth Advisors LLC
- SEC CIK
- 0002007175
- 最新申報
- 2026/7/20
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/8 申報。只含多頭部位。
- 持股檔數
- 536
- 2023 年第 3 季沒有申報
- 總值
- $1.08 億
- 2023 年第 3 季沒有申報
Valued Wealth Advisors LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BSXBoston Scientific Corp | Stock | 1,540 | $8.13 萬 | 0.1% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 173 | $8.72 萬 | 0.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 399 | $9.98 萬 | 0.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 863 | $11.0 萬 | 0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 378 | $11.4 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,215 | $14.3 萬 | 0.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,123 | $14.8 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 376 | $16.1 萬 | 0.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,850 | $17.5 萬 | 0.2% | – | – | – |
| PLDPrologis, Inc. | REIT | 2,017 | $22.6 萬 | 0.2% | – | – | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 11,462 | $27.4 萬 | 0.3% | – | – | – |
| iShares Tr46436E510 | INTL DEV SML CP | 8,948 | $27.5 萬 | 0.3% | – | – | – |
| American Centy ETF Tr025072687 | AVANTIS SHFXDINC | 6,809 | $31.0 萬 | 0.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,024 | $32.3 萬 | 0.3% | – | – | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 11,813 | $55.0 萬 | 0.5% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 16,924 | $55.2 萬 | 0.5% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 17,272 | $58.0 萬 | 0.5% | – | – | – |
| AAPLApple Inc. | Stock | 3,551 | $60.8 萬 | 0.6% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 12,774 | $61.5 萬 | 0.6% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 13,035 | $68.8 萬 | 0.6% | – | – | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 29,349 | $74.4 萬 | 0.7% | – | – | – |
| American Centy ETF Tr025072885 | US EQT ETF | 14,002 | $102.6 萬 | 0.9% | – | – | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 37,665 | $121.1 萬 | 1.1% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 83,294 | $147.8 萬 | 1.4% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 44,929 | $152.8 萬 | 1.4% | – | – | – |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 50,063 | $188.1 萬 | 1.7% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 44,993 | $250.4 萬 | 2.3% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 32,920 | $256.6 萬 | 2.4% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 202,724 | $531.1 萬 | 4.9% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 276,264 | $623.5 萬 | 5.8% | – | – | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 124,078 | $653.6 萬 | 6.0% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 116,891 | $676.2 萬 | 6.2% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 490,778 | $1,281 萬 | 11.8% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 302,824 | $1,384 萬 | 12.8% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 322,944 | $1,498 萬 | 13.8% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 643,530 | $1,927 萬 | 17.8% | – | – | – |