Causey Wealth LLC
- SEC CIK
- 0002132639
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/11。SEC
- 持股檔數
- 83
- 較 2026 年第 1 季 +2
- 總值
- $2.56 億
- 較 2026 年第 1 季 +$2,028.21 萬 (+8.6%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870 | ETF | 227,336 | $1,878.93 萬 | 7.34% | +22,393+10.9% | 加碼 | – |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406 | ETF | 105,102 | $1,660.93 萬 | 6.49% | +2,526+2.5% | 加碼 | – |
| JPMORGAN ULTRA-SHORT INCOME ETF46641Q837 | ETF | 326,485 | $1,651.04 萬 | 6.45% | +27,369+9.1% | 加碼 | – |
| DIMENSIONAL ETF TRUST25434V732 | EMERGING MKTS CO | 324,527 | $1,318.88 萬 | 5.15% | −2,750−0.8% | 減碼 | – |
| ISHARES TR46434V266 | INTERNATIONAL SL | 274,582 | $1,188.66 萬 | 4.65% | +722+0.3% | 加碼 | – |
| VANGUARD SCOTTSDALE FDS92206C102 | SHORT TERM TREAS | 192,109 | $1,118.07 萬 | 4.37% | +2,208+1.2% | 加碼 | – |
| VANGUARD S&P 500 ETF922908363 | ETF | 16,051 | $1,102.37 萬 | 4.31% | +582+3.8% | 加碼 | – |
| ISHARES TR46435G326 | CORE MSCI INTL | 110,998 | $987.99 萬 | 3.86% | +1,891+1.7% | 加碼 | – |
| ISHARES TR46434V647 | GLOBAL REIT ETF | 319,875 | $883.49 萬 | 3.45% | +36,653+12.9% | 加碼 | – |
| ISHARES S&P MID-CAP 400 VALUE ETF464287705 | ETF | 57,928 | $855.77 萬 | 3.34% | −1,065−1.8% | 減碼 | – |
| ISHARES CORE MSCI EMERGING MARKETS ETF46434G103 | ETF | 101,683 | $842.34 萬 | 3.29% | −280−0.3% | 減碼 | – |
| BRK.ABERKSHIRE HATHAWAY INC DEL | CL A | 10 | $748.85 萬 | 2.93% | 00.0% | 不變 | 查看 |
| DIMENSIONAL ETF TRUST25434V807 | INTERNATNAL VAL | 137,253 | $741.44 萬 | 2.90% | +1,857+1.4% | 加碼 | – |
| ISHARES S&P MID-CAP 400 GROWTH ETF464287606 | ETF | 56,781 | $667.18 萬 | 2.61% | +40.0% | 加碼 | – |
| ISHARES TR464288877 | EAFE VALUE ETF | 80,959 | $619.74 萬 | 2.42% | −4,280−5.0% | 減碼 | – |
| VANGUARD MORNINGSTAR GROWTH ETF922908736 | ETF | 70,060 | $603.49 萬 | 2.36% | +58,664+514.8% | 加碼 | – |
| VANGUARD WORLD FD921910709 | EXTENDED DUR | 92,337 | $600.93 萬 | 2.35% | −42,838−31.7% | 減碼 | – |
| ISHARES CORE S&P SMALL CAP ETF464287804 | ETF | 39,582 | $587.04 萬 | 2.29% | +1,457+3.8% | 加碼 | – |
| VANGUARD MORNINGSTAR MID-CAP VALUE ETF922908512 | ETF | 23,206 | $458.54 萬 | 1.79% | −1,089−4.5% | 減碼 | – |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF922042718 | ETF | 29,643 | $457.36 萬 | 1.79% | −659−2.2% | 減碼 | – |
| WISDOMTREE TR97717W281 | EMG MKTS SMCAP | 67,257 | $435.22 萬 | 1.70% | −660−1.0% | 減碼 | – |
| VANGUARD MORNINGSTAR SMALL-CAP ETF922908751 | ETF | 12,851 | $389.53 萬 | 1.52% | −131−1.0% | 減碼 | – |
| ISHARES S&P SMALL-CAP 600 VALUE ETF464287879 | ETF | 28,136 | $384.56 萬 | 1.50% | −163−0.6% | 減碼 | – |
| AAPLAPPLE INC COM | Stock | 13,149 | $380.48 萬 | 1.49% | +20.0% | 加碼 | 查看 |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 7,420 | $371.29 萬 | 1.45% | +8+0.1% | 加碼 | 查看 |
| XOMEXXON MOBIL CORP | COM | 21,445 | $293.2 萬 | 1.15% | +111+0.5% | 加碼 | 查看 |
| J P MORGAN EXCHANGE TRADED F46641Q654 | ULTRA SHT MUNCPL | 50,980 | $260 萬 | 1.02% | +15,393+43.3% | 加碼 | – |
| VANGUARD WORLD FD921910816 | MEGA GRWTH IND | 27,553 | $242.22 萬 | 0.95% | +21,878+385.5% | 加碼 | – |
| NVDANVIDIA CORPORATION COM | Stock | 12,064 | $241.39 萬 | 0.94% | −2,070−14.6% | 減碼 | 查看 |
| VANGUARD MORNINGSTAR MID-CAP GROWTH ETF922908538 | ETF | 7,638 | $233.97 萬 | 0.91% | +5+0.1% | 加碼 | – |
| VANGUARD WHITEHALL FDS921946810 | INTL DVD ETF | 23,596 | $220.34 萬 | 0.86% | −19−0.1% | 減碼 | – |
| VANGUARD WORLD FD921910840 | MEGA CAP VAL ETF | 10,895 | $178.08 萬 | 0.70% | −411−3.6% | 減碼 | – |
| VANGUARD MORNINGSTAR VALUE ETF922908744 | ETF | 8,035 | $175.11 萬 | 0.68% | −41−0.5% | 減碼 | – |
| MSFTMICROSOFT CORP COM | Stock | 4,527 | $168.88 萬 | 0.66% | +5+0.1% | 加碼 | 查看 |
| ISHARES RUSSELL MID-CAP VALUE ETF464287473 | ETF | 7,366 | $121.24 萬 | 0.47% | −790−9.7% | 減碼 | – |
| VANGUARD REAL ESTATE ETF922908553 | ETF | 11,682 | $112.65 萬 | 0.44% | −66−0.6% | 減碼 | – |
| AMZNAMAZON COM INC COM | Stock | 4,555 | $108.56 萬 | 0.42% | 00.0% | 不變 | 查看 |
| GOOGALPHABET INC CAP STK CL C | Stock | 2,880 | $101.78 萬 | 0.40% | 00.0% | 不變 | 查看 |
| WISDOMTREE TR97717W505 | US MIDCAP DIVID | 17,885 | $101.08 萬 | 0.40% | −73−0.4% | 減碼 | – |
| VANGUARD FTSE EMERGING MARKETS ETF922042858 | ETF | 16,858 | $100.63 萬 | 0.39% | −195−1.1% | 減碼 | – |
| ISHARES TR464288885 | EAFE GRWTH ETF | 8,055 | $100.23 萬 | 0.39% | −207−2.5% | 減碼 | – |
| VANGUARD STAR FDS921909768 | VG TL INTL STK F | 11,606 | $99.22 萬 | 0.39% | −29−0.2% | 減碼 | – |
| VANGUARD FTSE DEVELOPED MARKETS ETF921943858 | ETF | 13,900 | $99.04 萬 | 0.39% | +10.0% | 加碼 | – |
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 2,486 | $92 萬 | 0.36% | +16+0.6% | 加碼 | – |
| IBMINTERNATIONAL BUSINESS MACHS COM | Stock | 2,893 | $81.35 萬 | 0.32% | 00.0% | 不變 | 查看 |
| CATCATERPILLAR INC COM | Stock | 707 | $75.29 萬 | 0.29% | 00.0% | 不變 | 查看 |
| ISHARES TR464287432 | 20 YR TR BD ETF | 8,419 | $72.76 萬 | 0.28% | −279−3.2% | 減碼 | – |
| AVGOBROADCOM INC COM | Stock | 1,662 | $62.78 萬 | 0.25% | 00.0% | 不變 | 查看 |
| IAUMISHARES GOLD TRUST MICRO | SHS REPSTG UN TR | 15,599 | $62.41 萬 | 0.24% | 00.0% | 不變 | 查看 |
| GOOGLALPHABET INC CAP STK CL A | Stock | 1,719 | $61.42 萬 | 0.24% | 00.0% | 不變 | 查看 |
| VANGUARD SCOTTSDALE FDS92206C409 | SHRT TRM CORP BD | 7,771 | $61.42 萬 | 0.24% | +239+3.2% | 加碼 | – |
| AMATAPPLIED MATLS INC COM | Stock | 743 | $53.68 萬 | 0.21% | 00.0% | 不變 | 查看 |
| ISHARES MSCI USA QUALITY FACTOR ETF46432F339 | ETF | 2,364 | $51.87 萬 | 0.20% | 00.0% | 不變 | – |
| DIMENSIONAL ETF TRUST25434V203 | INTL CORE EQT MK | 11,632 | $47.98 萬 | 0.19% | +132+1.1% | 加碼 | – |
| SCHWAB US DIVIDEND EQUITY ETF808524797 | ETF | 15,085 | $47.84 萬 | 0.19% | +118+0.8% | 加碼 | – |
| TSMTAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | ADR | 967 | $46.18 萬 | 0.18% | 00.0% | 不變 | 查看 |
| METAMETA PLATFORMS INC CL A | Stock | 811 | $45.68 萬 | 0.18% | 00.0% | 不變 | 查看 |
| WDCWESTERN DIGITAL CORP | COM | 708 | $45.22 萬 | 0.18% | +708 | 新進 | 查看 |
| AMGNAMGEN INC COM | Stock | 1,176 | $42.6 萬 | 0.17% | 00.0% | 不變 | 查看 |
| TSLATESLA INC COM | Stock | 998 | $41.98 萬 | 0.16% | 00.0% | 不變 | 查看 |
| BMYBRISTOL-MYERS SQUIBB CO COM | Stock | 7,262 | $41.84 萬 | 0.16% | 00.0% | 不變 | 查看 |
| MAMASTERCARD INCORPORATED CL A | Stock | 806 | $41.4 萬 | 0.16% | 00.0% | 不變 | 查看 |
| ISHARES RUSSELL 1000 VALUE ETF464287598 | ETF | 1,638 | $39.7 萬 | 0.16% | +2+0.1% | 加碼 | – |
| LLYELI LILLY & CO COM | Stock | 323 | $38.74 萬 | 0.15% | 00.0% | 不變 | 查看 |
| VANGUARD DIVIDEND APPRECIATION ETF921908844 | ETF | 1,631 | $38.58 萬 | 0.15% | +7+0.4% | 加碼 | – |
| ISRGINTUITIVE SURGICAL INC | COM NEW | 946 | $37.62 萬 | 0.15% | −12−1.3% | 減碼 | 查看 |
| MUMICRON TECHNOLOGY INC COM | Stock | 325 | $37.51 萬 | 0.15% | +325 | 新進 | 查看 |
| VANGUARD WHITEHALL FDS921946794 | INTL HIGH ETF | 3,655 | $35.89 萬 | 0.14% | +37+1.0% | 加碼 | – |
| ISHARES INC46434G863 | ESG AWR MSCI EM | 6,462 | $35.34 萬 | 0.14% | +31+0.5% | 加碼 | – |
| VVISA INC COM CL A | Stock | 1,013 | $34.76 萬 | 0.14% | 00.0% | 不變 | 查看 |
| SYKSTRYKER CORPORATION COM | Stock | 1,094 | $34.44 萬 | 0.13% | +3+0.3% | 加碼 | 查看 |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 435 | $32.03 萬 | 0.13% | 00.0% | 不變 | – |
| WISDOMTREE TR97717W604 | US SMALLCAP DIVD | 6,563 | $26.7 萬 | 0.10% | +10.0% | 加碼 | – |
| ISHARES INC464286392 | MSCI WORLD ETF | 1,285 | $26.04 萬 | 0.10% | 00.0% | 不變 | – |
| SNDKSANDISK CORP | COM | 113 | $25.69 萬 | 0.10% | +113 | 新進 | 查看 |
| JNJJOHNSON & JOHNSON COM | Stock | 977 | $24.81 萬 | 0.10% | 00.0% | 不變 | 查看 |
| ASMLASML HLDG NV N Y REGISTRY SHS | ADR | 118 | $23.48 萬 | 0.09% | +118 | 新進 | 查看 |
| VANGUARD ENERGY ETF92204A306 | ETF | 1,457 | $21.87 萬 | 0.09% | −641−30.6% | 減碼 | – |
| ISHARES TR464288372 | GLB INFRASTR ETF | 3,222 | $21.46 萬 | 0.08% | +130+4.2% | 加碼 | – |
| ABALLIANCEBERNSTEIN HLDG L P | UNIT LTD PARTN | 6,035 | $21.26 萬 | 0.08% | 00.0% | 不變 | 查看 |
| EA SERIES TRUST02072Q275 | ALPHA ARCHITECT | 3,641 | $20.73 萬 | 0.08% | +3,641 | 新進 | – |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 275 | $20.59 萬 | 0.08% | +275 | 新進 | – |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 215 | $20.15 萬 | 0.08% | −14−6.1% | 減碼 | 查看 |
2026 年第 1 季 之後清倉（4 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| JANUS DETROIT STR TR47103U845 | HENDRSON AAA CL | 8,400 | $42.31 萬 | 0.18% |
| RBB FD INC74933W452 | F/M US TREASURY | 5,800 | $28.92 萬 | 0.12% |
| NFLXNETFLIX INC. COM | Stock | 2,530 | $24.33 萬 | 0.10% |
| ISHARES CORE MSCI EAFE ETF46432F842 | ETF | 2,228 | $20.17 萬 | 0.09% |
各季 13F 申報
| 季度 | 申報日 | 持股檔數 | 總值 | 變化 | 申報原文 |
|---|---|---|---|---|---|
| 2026 年第 2 季 | 2026/8/11 | 83 | $2.56 億 | 與 2026 年第 1 季 比較 | SEC |
| 2026 年第 1 季 | 2026/5/13 | 81 | $2.36 億 | 與 2025 年第 4 季 比較 | SEC |
| 2025 年第 4 季 | 2026/5/12修正 | 72 | $2.2 億 | 與 2025 年第 3 季 比較 | SECSEC |
| 2025 年第 3 季 | 2026/5/19 | 66 | $2.05 億 | 與 2025 年第 2 季 比較 | SEC |
| 2025 年第 2 季 | 2026/5/19 | 64 | $1.95 億 | 與 2025 年第 1 季 比較 | SEC |
| 2025 年第 1 季 | 2026/5/19 | 64 | $1.79 億 | 與 2024 年第 4 季 比較 | SEC |
| 2024 年第 4 季 | 2026/5/19 | 68 | $1.72 億 | – | SEC |