Babb Wealth Advisors LLC
- SEC CIK
- 0002047312
- 最新申報
- 2026/8/13
2024 年第 4 季持倉
持倉截至 2024/12/31,2025/2/7 申報。只含多頭部位。
- 持股檔數
- 19
- 2024 年第 3 季沒有申報
- 總值
- $1.24 億
- 2024 年第 3 季沒有申報
Babb Wealth Advisors LLC 沒有申報 2024 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 |
|---|---|---|---|---|---|---|---|
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 1,070,385 | $2,661 萬 | 21.4% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 682,399 | $2,360 萬 | 19.0% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 330,360 | $1,839 萬 | 14.8% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 252,727 | $1,611 萬 | 13.0% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 292,278 | $1,206 萬 | 9.7% | – | – | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 144,249 | $754.7 萬 | 6.1% | – | – | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 104,225 | $527.3 萬 | 4.2% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 85,430 | $400.5 萬 | 3.2% | – | – | – |
| GBCIGlacier Bancorp, Inc. | COM | 49,363 | $247.9 萬 | 2.0% | – | – | 歷史 |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 60,841 | $230.6 萬 | 1.9% | – | – | – |
| Dimensional ETF Trust25434V617 | WORLD EQUITY ETF | 31,822 | $198.8 萬 | 1.6% | – | – | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 22,814 | $74.9 萬 | 0.6% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 17,197 | $70.4 萬 | 0.6% | – | – | – |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 13,074 | $66.6 萬 | 0.5% | – | – | – |
| AAPLApple Inc. | Stock | 1,745 | $43.7 萬 | 0.4% | – | – | 歷史 |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 9,484 | $31.4 萬 | 0.3% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,335 | $29.3 萬 | 0.2% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 12,633 | $28.7 萬 | 0.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 2,052 | $27.6 萬 | 0.2% | – | – | 歷史 |