NerdWallet Wealth Partners, LLC
- SEC CIK
- 0002079593
- 最新申報
- 2026/7/7
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/11/13 申報。只含多頭部位。
- 持股檔數
- 61
- 2025 年第 2 季沒有申報
- 總值
- $1.98 億
- 2025 年第 2 季沒有申報
NerdWallet Wealth Partners, LLC 沒有申報 2025 年第 2 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 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 99,045 | $6,621 萬 | 33.5% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 347,207 | $2,077 萬 | 10.5% | – | – | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 202,113 | $1,756 萬 | 8.9% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 136,144 | $1,504 萬 | 7.6% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 38,539 | $1,265 萬 | 6.4% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 110,486 | $916.6 萬 | 4.6% | – | – | – |
| Capital Grp Fixed Incm ETF T14020Y508 | CORE BOND ETF | 287,156 | $763.0 萬 | 3.9% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 8,646 | $527.8 萬 | 2.7% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 70,071 | $378.8 萬 | 1.9% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 15,798 | $328.8 萬 | 1.7% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 33,133 | $268.8 萬 | 1.4% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 62,617 | $241.5 萬 | 1.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 4,601 | $238.3 萬 | 1.2% | – | – | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 32,440 | $173.2 萬 | 0.9% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 16,707 | $152.6 萬 | 0.8% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 23,466 | $136.6 萬 | 0.7% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,773 | $130.4 萬 | 0.7% | – | – | 歷史 |
| GBDCGolub Capital BDC, Inc. | COM | 51,760 | $130.3 萬 | 0.7% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 13,758 | $128.5 萬 | 0.7% | – | – | – |
| GOOGAlphabet Inc. | Stock | 4,983 | $121.4 萬 | 0.6% | – | – | 歷史 |
| WisdomTree Tr97717Y683 | ENHNCD CMMDTY ST | 56,140 | $119.8 萬 | 0.6% | – | – | – |
| AMZNAmazon Com Inc | Stock | 5,102 | $112.0 萬 | 0.6% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 16,685 | $108.8 萬 | 0.6% | – | – | – |
| GLDSPDR Gold Trust | ETF | 2,907 | $103.3 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,412 | $99.9 萬 | 0.5% | – | – | – |
| NVDANVIDIA Corp | Stock | 5,264 | $98.2 萬 | 0.5% | – | – | 歷史 |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 18,775 | $86.6 萬 | 0.4% | – | – | – |
| iShares Tr46436E411 | PARIS ALGND CLIM | 11,341 | $81.4 萬 | 0.4% | – | – | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 16,071 | $80.8 萬 | 0.4% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 15,216 | $68.0 萬 | 0.3% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 10,916 | $65.5 萬 | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,158 | $58.2 萬 | 0.3% | – | – | 歷史 |
| PKGPackaging Corp of America | Stock | 2,340 | $51.0 萬 | 0.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,565 | $49.4 萬 | 0.2% | – | – | 歷史 |
| SPDR Series Trust78464A151 | SST SPDR BLOOMBE | 16,518 | $46.0 萬 | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,655 | $40.2 萬 | 0.2% | – | – | 歷史 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 12,683 | $39.8 萬 | 0.2% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,603 | $37.9 萬 | 0.2% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 774 | $36.3 萬 | 0.2% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 4,823 | $35.9 萬 | 0.2% | – | – | – |
| TSLATesla, Inc. | Stock | 792 | $35.2 萬 | 0.2% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 572 | $34.4 萬 | 0.2% | – | – | – |
| RELXRELX PLC | SPONSORED ADR | 6,656 | $31.8 萬 | 0.2% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 963 | $31.8 萬 | 0.2% | – | – | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 4,803 | $31.2 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288653 | 10-20 YR TRS ETF | 2,662 | $27.4 萬 | 0.1% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,293 | $26.3 萬 | 0.1% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,014 | $26.3 萬 | 0.1% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 3,524 | $25.9 萬 | 0.1% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 912 | $25.7 萬 | 0.1% | – | – | – |
| SRESempra | Stock | 2,731 | $24.6 萬 | 0.1% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 3,900 | $23.1 萬 | 0.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 670 | $22.9 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 1,445 | $22.2 萬 | 0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 185 | $22.2 萬 | 0.1% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 8,546 | $22.0 萬 | 0.1% | – | – | – |
| iShares Inc464286426 | MSCI EM ASIA ETF | 2,328 | $21.4 萬 | 0.1% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 1,409 | $20.5 萬 | 0.1% | – | – | – |
| APLEApple Hospitality REIT, Inc. | REIT | 9,719 | – | – | – | – | 歷史 |
| SPDR Series Trust78468R796 | ST STR SP500FF | 4,257 | – | – | – | – | – |
| iShares Tr46436E338 | 20+ YEAR TR BD | 14,037 | – | – | – | – | – |