WealthCollab, LLC
- SEC CIK
- 0002017870
- 最新申報
- 2026/8/10
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/4/3 申報。只含多頭部位。
- 持股檔數
- 877
- 2023 年第 3 季沒有申報
- 總值
- $1.28 億
- 2023 年第 3 季沒有申報
WealthCollab, 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 |
|---|---|---|---|---|---|---|---|
| IAUiShares Gold Trust | ETF | 3,000 | $11.7 萬 | 0.1% | – | – | 歷史 |
| American Centy ETF Tr025072315 | AVA RES MAR ETF | 2,460 | $11.8 萬 | 0.1% | – | – | – |
| AXPAmerican Express Co | Stock | 638 | $12.0 萬 | 0.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 499 | $12.4 萬 | 0.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 1,301 | $12.5 萬 | 0.1% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 1,744 | $13.1 萬 | 0.1% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 484 | $13.4 萬 | 0.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 462 | $14.0 萬 | 0.1% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 863 | $14.3 萬 | 0.1% | – | – | – |
| WMTWalmart Inc. | Stock | 907 | $14.3 萬 | 0.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 270 | $14.3 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,462 | $14.6 萬 | 0.1% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 207 | $14.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 818 | $14.7 萬 | 0.1% | – | – | – |
| CVXChevron Corp | Stock | 994 | $14.8 萬 | 0.1% | – | – | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 9,586 | $14.9 萬 | 0.1% | – | – | – |
| MCDMcDonalds Corp | Stock | 532 | $15.8 萬 | 0.1% | – | – | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 787 | $17.6 萬 | 0.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,306 | $18.2 萬 | 0.1% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 734 | $19.3 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 2,011 | $20.2 萬 | 0.2% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 812 | $21.3 萬 | 0.2% | – | – | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 8,464 | $21.6 萬 | 0.2% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 538 | $22.0 萬 | 0.2% | – | – | – |
| HDHome Depot, Inc. | Stock | 695 | $24.1 萬 | 0.2% | – | – | 歷史 |
| Vanguard Admiral FDS Inc921932844 | MIDCP 400 VAL | 2,808 | $24.5 萬 | 0.2% | – | – | – |
| UBERUber Technologies, Inc | Stock | 3,990 | $24.6 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,286 | $25.3 萬 | 0.2% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 3,366 | $26.2 萬 | 0.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 540 | $26.7 萬 | 0.2% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 3,549 | $27.0 萬 | 0.2% | – | – | – |
| INTCIntel Corp | Stock | 6,178 | $31.0 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 496 | $32.7 萬 | 0.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,444 | $34.4 萬 | 0.3% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 603 | $36.0 萬 | 0.3% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,082 | $40.5 萬 | 0.3% | – | – | – |
| BABoeing Co | Stock | 1,623 | $42.3 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 4,311 | $45.2 萬 | 0.4% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 11,172 | $45.9 萬 | 0.4% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 10,321 | $48.1 萬 | 0.4% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 6,638 | $51.4 萬 | 0.4% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 6,366 | $51.7 萬 | 0.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,542 | $55.0 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464288521 | CRE U S REIT ETF | 10,608 | $57.6 萬 | 0.4% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 6,229 | $62.2 萬 | 0.5% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,817 | $64.3 萬 | 0.5% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,434 | $68.2 萬 | 0.5% | – | – | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 12,642 | $69.9 萬 | 0.5% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 8,318 | $87.5 萬 | 0.7% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 4,650 | $101.4 萬 | 0.8% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 14,341 | $108.3 萬 | 0.8% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 19,708 | $110.6 萬 | 0.9% | – | – | – |
| AAPLApple Inc. | Stock | 5,861 | $112.8 萬 | 0.9% | – | – | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 23,334 | $122.1 萬 | 1.0% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 23,712 | $123.8 萬 | 1.0% | – | – | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 21,486 | $124.5 萬 | 1.0% | – | – | – |
| Vanguard World FD921910733 | ESG US STK ETF | 15,981 | $135.9 萬 | 1.1% | – | – | – |
| SNAPSnap Inc | Stock | 99,395 | $168.3 萬 | 1.3% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,915 | $171.0 萬 | 1.3% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 33,842 | $190.8 萬 | 1.5% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 21,237 | $228.3 萬 | 1.8% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 78,180 | $228.5 萬 | 1.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 6,887 | $259.0 萬 | 2.0% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 20,023 | $304.2 萬 | 2.4% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 55,289 | $307.8 萬 | 2.4% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 30,981 | $335.9 萬 | 2.6% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 44,375 | $392.1 萬 | 3.1% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 53,237 | $406.6 萬 | 3.2% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 81,480 | $416.0 萬 | 3.2% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 68,115 | $425.7 萬 | 3.3% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 231,761 | $480.0 萬 | 3.7% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 75,145 | $552.7 萬 | 4.3% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 106,168 | $689.3 萬 | 5.4% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 87,396 | $784.8 萬 | 6.1% | – | – | – |
| SSRMSSR Mining Inc. | Stock | 799,803 | $858.4 萬 | 6.7% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 36,999 | $877.7 萬 | 6.8% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 182,025 | $1,055 萬 | 8.2% | – | – | – |