Sanchez Levi Garrett
- SEC CIK
- 0002126627
- 最新申報
- 2026/8/14
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/15 申報。只含多頭部位。
- 持股檔數
- 74
- 2025 年第 4 季沒有申報
- 總值
- $1.59 億
- 2025 年第 4 季沒有申報
Sanchez Levi Garrett 沒有申報 2025 年第 4 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 S&P 500 ETF922908363 | ETF | 44,863 | $2,681 萬 | 16.8% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 291,948 | $1,871 萬 | 11.7% | – | – | – |
| Vanguard World FD921910733 | ESG US STK ETF | 90,921 | $1,021 萬 | 6.4% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 71,447 | $789.3 萬 | 4.9% | – | – | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 204,197 | $750.6 萬 | 4.7% | – | – | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 87,132 | $625.0 萬 | 3.9% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 26,071 | $536.5 萬 | 3.4% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 115,971 | $523.3 萬 | 3.3% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 102,404 | $510.9 萬 | 3.2% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 92,381 | $499.3 萬 | 3.1% | – | – | – |
| AAPLApple Inc. | Stock | 16,783 | $425.9 萬 | 2.7% | – | – | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 38,236 | $407.2 萬 | 2.6% | – | – | – |
| Vanguard Wellington FD921935870 | SHORT TRM TAX EX | 40,227 | $406.9 萬 | 2.6% | – | – | – |
| Dimensional ETF Trust25434V765 | INTL HIGH PROFIT | 100,800 | $324.8 萬 | 2.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 8,591 | $318.0 萬 | 2.0% | – | – | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 89,942 | $304.5 萬 | 1.9% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 29,013 | $289.7 萬 | 1.8% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 71,261 | $277.6 萬 | 1.7% | – | – | – |
| iShares Tr46436E551 | ESG SELECT SCRE | 42,270 | $191.8 萬 | 1.2% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 6,979 | $182.8 萬 | 1.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 1,722 | $171.6 萬 | 1.1% | – | – | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 58,813 | $150.7 萬 | 0.9% | – | – | – |
| IBITiShares Bitcoin Trust ETF | ETF | 35,004 | $134.5 萬 | 0.8% | – | – | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 27,071 | $130.1 萬 | 0.8% | – | – | – |
| ETHAiShares Ethereum Trust ETF | SHS | 82,118 | $130.0 萬 | 0.8% | – | – | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 11,171 | $124.2 萬 | 0.8% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 24,460 | $114.7 萬 | 0.7% | – | – | – |
| USBUS Bancorp DE | COM NEW | 22,036 | $114.6 萬 | 0.7% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,970 | $103.5 萬 | 0.6% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 1,439 | $101.9 萬 | 0.6% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,947 | $99.6 萬 | 0.6% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,272 | $94.1 萬 | 0.6% | – | – | 歷史 |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 18,264 | $80.4 萬 | 0.5% | – | – | – |
| AMATApplied Materials Inc | Stock | 1,683 | $57.5 萬 | 0.4% | – | – | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 2,192 | $53.5 萬 | 0.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,779 | $52.3 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,192 | $52.1 萬 | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 885 | $50.6 萬 | 0.3% | – | – | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 7,594 | $50.5 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,527 | $49.0 萬 | 0.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 2,679 | $46.7 萬 | 0.3% | – | – | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 9,672 | $46.0 萬 | 0.3% | – | – | – |
| SPDR Series Trust78464A144 | ST STR CORPO ETF | 15,692 | $45.6 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,582 | $45.4 萬 | 0.3% | – | – | – |
| WMTWalmart Inc. | Stock | 3,648 | $45.3 萬 | 0.3% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 4,938 | $44.2 萬 | 0.3% | – | – | 歷史 |
| SUSuncor Energy Inc | Stock | 6,304 | $41.7 萬 | 0.3% | – | – | 歷史 |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 17,533 | $40.9 萬 | 0.3% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 10,191 | $39.6 萬 | 0.2% | – | – | – |
| VanEck ETF Trust92189F601 | URANI NUCLE ETF | 2,914 | $38.8 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,970 | $38.6 萬 | 0.2% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 4,915 | $38.1 萬 | 0.2% | – | – | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,162 | $33.9 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 900 | $33.5 萬 | 0.2% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 1,005 | $32.2 萬 | 0.2% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 339 | $31.1 萬 | 0.2% | – | – | 歷史 |
| DEDeere & Co | Stock | 552 | $31.1 萬 | 0.2% | – | – | 歷史 |
| AZNAstraZeneca PLC | ADR | 1,556 | $30.7 萬 | 0.2% | – | – | 歷史 |
| TERTeradyne, Inc | Stock | 1,005 | $29.8 萬 | 0.2% | – | – | 歷史 |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 12,348 | $29.2 萬 | 0.2% | – | – | – |
| ENBEnbridge Inc | Stock | 5,242 | $28.4 萬 | 0.2% | – | – | 歷史 |
| American Centy ETF Tr025072703 | INTL EQT ETF | 3,295 | $28.0 萬 | 0.2% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 3,132 | $27.1 萬 | 0.2% | – | – | – |
| KMIKinder Morgan, Inc. | Stock | 7,547 | $25.3 萬 | 0.2% | – | – | 歷史 |
| ARESAres Management Corp | CL A COM STK | 2,238 | $24.4 萬 | 0.2% | – | – | 歷史 |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 4,938 | $23.6 萬 | 0.1% | – | – | – |
| METMetlife Inc | Stock | 3,332 | $23.6 萬 | 0.1% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 2,357 | $23.0 萬 | 0.1% | – | – | 歷史 |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 5,555 | $22.8 萬 | 0.1% | – | – | – |
| American Centy ETF Tr025072281 | AVANTIS RESPON U | 3,057 | $22.6 萬 | 0.1% | – | – | – |
| DISWalt Disney Co | Stock | 2,279 | $22.0 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 4,550 | $21.4 萬 | 0.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 732 | $21.0 萬 | 0.1% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 1,113 | $20.3 萬 | 0.1% | – | – | 歷史 |