Basecamp Wealth Advisors LLC
- SEC CIK
- 0002115254
- 最新申報
- 2026/8/14
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/6/24 申報。只含多頭部位。
- 持股檔數
- 1,752
- 2025 年第 3 季沒有申報
- 總值
- $4.69 億
- 2025 年第 3 季沒有申報
Basecamp Wealth Advisors 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 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 266,429 | $8,933 萬 | 19.0% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 750,558 | $5,521 萬 | 11.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 48,448 | $2,343 萬 | 5.0% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 58,248 | $1,584 萬 | 3.4% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 14,443 | $1,552 萬 | 3.3% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 82,954 | $1,547 萬 | 3.3% | – | – | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 79,296 | $1,119 萬 | 2.4% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 180,889 | $972.5 萬 | 2.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 36,278 | $837.4 萬 | 1.8% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 25,072 | $784.7 萬 | 1.7% | – | – | 歷史 |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 203,357 | $671.5 萬 | 1.4% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 20,115 | $631.2 萬 | 1.3% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 69,284 | $522.7 萬 | 1.1% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 12,868 | $497.8 萬 | 1.1% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 12,435 | $464.4 萬 | 1.0% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 45,549 | $437.4 萬 | 0.9% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 6,559 | $433.0 萬 | 0.9% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 10,842 | $375.2 萬 | 0.8% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 7,354 | $330.7 萬 | 0.7% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,184 | $328.2 萬 | 0.7% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 42,509 | $265.6 萬 | 0.6% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 8,641 | $262.6 萬 | 0.6% | – | – | 歷史 |
| VVisa Inc. | Stock | 7,055 | $247.4 萬 | 0.5% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,725 | $237.5 萬 | 0.5% | – | – | 歷史 |
| IAUiShares Gold Trust | ETF | 23,162 | $188.0 萬 | 0.4% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,740 | $176.9 萬 | 0.4% | – | – | 歷史 |
| ASMLASML Holding NV | ADR | 1,650 | $176.5 萬 | 0.4% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 8,150 | $158.9 萬 | 0.3% | – | – | 歷史 |
| MAMastercard Inc | Stock | 2,733 | $156.0 萬 | 0.3% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 1,741 | $153.0 萬 | 0.3% | – | – | 歷史 |
| NVSNovartis AG | ADR | 10,959 | $151.1 萬 | 0.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 12,753 | $142.1 萬 | 0.3% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 7,987 | $142.0 萬 | 0.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 3,813 | $131.2 萬 | 0.3% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,521 | $131.2 萬 | 0.3% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 13,824 | $129.6 萬 | 0.3% | – | – | 歷史 |
| RTXRTX Corp | Stock | 7,047 | $129.2 萬 | 0.3% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 3,374 | $124.8 萬 | 0.3% | – | – | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 13,336 | $122.6 萬 | 0.3% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 5,647 | $120.9 萬 | 0.3% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 5,809 | $120.2 萬 | 0.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,941 | $119.6 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 20,270 | $110.9 萬 | 0.2% | – | – | – |
| SAPSAP SE | ADR | 4,312 | $104.7 萬 | 0.2% | – | – | 歷史 |
| BACBank of America Corp | Stock | 18,884 | $103.9 萬 | 0.2% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 6,361 | $102.4 萬 | 0.2% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 6,655 | $102.2 萬 | 0.2% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 1,710 | $98.0 萬 | 0.2% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 3,377 | $96.4 萬 | 0.2% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 2,924 | $95.7 萬 | 0.2% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 11,989 | $92.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,815 | $92.0 萬 | 0.2% | – | – | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 11,803 | $90.2 萬 | 0.2% | – | – | 歷史 |
| TMToyota Motor Corp | ADS | 4,169 | $89.2 萬 | 0.2% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 10,846 | $88.6 萬 | 0.2% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 6,956 | $87.1 萬 | 0.2% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 8,066 | $84.9 萬 | 0.2% | – | – | 歷史 |
| GEGeneral Electric Co | Stock | 2,736 | $84.3 萬 | 0.2% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 12,024 | $84.1 萬 | 0.2% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 3,266 | $83.9 萬 | 0.2% | – | – | 歷史 |
| SHELShell plc | ADR | 10,942 | $80.4 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 5,233 | $79.8 萬 | 0.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 5,562 | $79.7 萬 | 0.2% | – | – | 歷史 |
| LRCXLam Research Corp | Stock | 4,616 | $79.0 萬 | 0.2% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 11,595 | $77.9 萬 | 0.2% | – | – | – |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 34,796 | $77.8 萬 | 0.2% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 3,131 | $77.1 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288372 | GLB INFRASTR ETF | 12,380 | $76.0 萬 | 0.2% | – | – | – |
| UBSUBS Group AG | Stock | 16,353 | $75.7 萬 | 0.2% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,583 | $74.8 萬 | 0.2% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 30,737 | $73.9 萬 | 0.2% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 2,861 | $73.6 萬 | 0.2% | – | – | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 28,562 | $73.1 萬 | 0.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 2,161 | $71.3 萬 | 0.2% | – | – | 歷史 |
| KLACKLA Corp | COM NEW | 587 | $71.3 萬 | 0.2% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 3,928 | $69.7 萬 | 0.1% | – | – | 歷史 |
| KGCKinross Gold Corp | COM | 24,308 | $68.5 萬 | 0.1% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 3,993 | $68.3 萬 | 0.1% | – | – | 歷史 |
| PCARPaccar Inc | COM | 6,223 | $68.1 萬 | 0.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 7,984 | $67.2 萬 | 0.1% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 815 | $66.9 萬 | 0.1% | – | – | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 121 | $64.8 萬 | 0.1% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,794 | $64.6 萬 | 0.1% | – | – | 歷史 |
| RACEFerrari N.V. | COM | 1,746 | $64.5 萬 | 0.1% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 6,327 | $63.2 萬 | 0.1% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 3,402 | $62.7 萬 | 0.1% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,097 | $62.1 萬 | 0.1% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 7,647 | $61.4 萬 | 0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 4,252 | $61.0 萬 | 0.1% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 1,151 | $60.2 萬 | 0.1% | – | – | 歷史 |
| PGRProgressive Corp | Stock | 2,632 | $59.9 萬 | 0.1% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,242 | $59.4 萬 | 0.1% | – | – | 歷史 |
| HIGHartford Insurance Group, Inc. | Stock | 4,307 | $59.3 萬 | 0.1% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,416 | $59.3 萬 | 0.1% | – | – | 歷史 |
| NVONovo Nordisk A S | ADR | 11,626 | $59.2 萬 | 0.1% | – | – | 歷史 |
| CCitigroup Inc | Stock | 5,020 | $58.6 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,910 | $58.4 萬 | 0.1% | – | – | 歷史 |
| LINLinde PLC | Stock | 1,364 | $58.2 萬 | 0.1% | – | – | 歷史 |
| DEDeere & Co | Stock | 1,240 | $57.7 萬 | 0.1% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 6,176 | $57.6 萬 | 0.1% | – | – | 歷史 |