Three Arch Wealth Management LLC
- SEC CIK
- 0002109462
- 最新申報
- 2026/8/6
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/13 申報。只含多頭部位。
- 持股檔數
- 59
- 2025 年第 3 季沒有申報
- 總值
- $5.34 億
- 2025 年第 3 季沒有申報
Three Arch Wealth Management LLC 沒有申報 2025 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 U.S. Small Cap ETF25434V500 | ETF | 640,922 | $4,465 萬 | 8.4% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 744,251 | $4,431 萬 | 8.3% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 579,412 | $4,297 萬 | 8.1% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 333,821 | $3,404 萬 | 6.4% | – | – | – |
| Dimensional ETF Trust25434V567 | GLOBAL CR ETF | 550,098 | $2,984 萬 | 5.6% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 587,718 | $2,933 萬 | 5.5% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 602,251 | $2,806 萬 | 5.3% | – | – | – |
| American Centy ETF Tr025072323 | AVAN US SMAL ETF | 453,813 | $2,666 萬 | 5.0% | – | – | – |
| American Centy ETF Tr025072133 | AVAN US VALU ETF | 371,782 | $2,647 萬 | 5.0% | – | – | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 543,232 | $2,066 萬 | 3.9% | – | – | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 598,695 | $2,048 萬 | 3.8% | – | – | – |
| Dimensional ETF Trust25434V757 | EMERGING MKTS HI | 583,089 | $1,880 萬 | 3.5% | – | – | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 345,529 | $1,750 萬 | 3.3% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 354,946 | $1,702 萬 | 3.2% | – | – | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 232,646 | $1,357 萬 | 2.5% | – | – | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 404,835 | $1,282 萬 | 2.4% | – | – | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 361,607 | $1,223 萬 | 2.3% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 129,337 | $1,215 萬 | 2.3% | – | – | – |
| AAPLApple Inc. | Stock | 43,521 | $1,183 萬 | 2.2% | – | – | 歷史 |
| Dimensional ETF Trust25434V773 | INTL SMALL CAP E | 355,501 | $1,171 萬 | 2.2% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 148,412 | $1,143 萬 | 2.1% | – | – | – |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 233,487 | $1,016 萬 | 1.9% | – | – | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 147,363 | $484.7 萬 | 0.9% | – | – | – |
| American Centy ETF Tr02507A507 | AVANTIS U S QUAL | 57,999 | $349.0 萬 | 0.7% | – | – | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 27,764 | $210.4 萬 | 0.4% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 13,044 | $194.0 萬 | 0.4% | – | – | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 75,568 | $178.9 萬 | 0.3% | – | – | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 47,057 | $178.8 萬 | 0.3% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 52,631 | $171.4 萬 | 0.3% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 22,969 | $170.1 萬 | 0.3% | – | – | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 62,793 | $165.9 萬 | 0.3% | – | – | – |
| AMZNAmazon Com Inc | Stock | 6,536 | $150.9 萬 | 0.3% | – | – | 歷史 |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 42,943 | $144.9 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 8,031 | $142.4 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 6,092 | $129.0 萬 | 0.2% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 7,879 | $111.1 萬 | 0.2% | – | – | – |
| American Centy ETF Tr025072190 | AVANTIS INTL SML | 13,764 | $96.1 萬 | 0.2% | – | – | – |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 8,636 | $87.7 萬 | 0.2% | – | – | – |
| American Centy ETF Tr025072141 | AVANTIS EMERGING | 12,272 | $76.6 萬 | 0.1% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $75.5 萬 | 0.1% | – | – | 歷史 |
| FNBFNB Corp | COM | 34,853 | $59.6 萬 | 0.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,204 | $58.2 萬 | 0.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 607 | $40.1 萬 | 0.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,014 | $35.6 萬 | 0.1% | – | – | 歷史 |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 8,025 | $34.9 萬 | 0.1% | – | – | – |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 3,912 | $33.6 萬 | 0.1% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 2,694 | $32.4 萬 | 0.1% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,925 | $29.5 萬 | 0.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,553 | $29.0 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 5,094 | $28.9 萬 | 0.1% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 417 | $28.6 萬 | 0.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 529 | $26.6 萬 | <0.1% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 419 | $26.3 萬 | <0.1% | – | – | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 6,158 | $25.5 萬 | <0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,290 | $24.7 萬 | <0.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 740 | $23.2 萬 | <0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 1,114 | $21.7 萬 | <0.1% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 672 | $21.0 萬 | <0.1% | – | – | 歷史 |
| NWLNewell Brands Inc. | Stock | 15,115 | $5.62 萬 | <0.1% | – | – | 歷史 |