Causey Wealth LLC
- SEC CIK
- 0002132639
- 最新申報
- 2026/8/11
2025 年第 2 季持倉
持倉截至 2025/6/30，2026/5/19 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 64
- 較 2025 年第 1 季 0
- 總值
- $1.95 億
- 較 2025 年第 1 季 +$1,569 萬 (+8.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 98,257 | $1,310 萬 | 6.7% | −356−0.4% | 減碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 138,536 | $1,149 萬 | 5.9% | +12,690+10.1% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 210,162 | $1,065 萬 | 5.5% | +114,956+120.7% | 加碼 | – |
| iShares Tr46434V266 | INTERNATIONAL SL | 272,619 | $1,057 萬 | 5.4% | −11,213−4.0% | 減碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 347,380 | $1,031 萬 | 5.3% | −19,659−5.4% | 減碼 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 67,183 | $830.3 萬 | 4.3% | −4,417−6.2% | 減碼 | – |
| Vanguard World FD921910709 | EXTENDED DUR | 115,642 | $778.3 萬 | 4.0% | −23,019−16.6% | 減碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 102,202 | $777.1 萬 | 4.0% | +310.0% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 10 | $728.8 萬 | 3.7% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 113,760 | $668.7 萬 | 3.4% | +113,760 | 新進 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 110,163 | $661.3 萬 | 3.4% | −18,271−14.2% | 減碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 11,127 | $632.0 萬 | 3.2% | +384+3.6% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 93,977 | $596.6 萬 | 3.1% | −4,956−5.0% | 減碼 | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 32,562 | $535.5 萬 | 2.8% | −794−2.4% | 減碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 115,137 | $493.1 萬 | 2.5% | +6,883+6.4% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 35,566 | $478.0 萬 | 2.5% | −1,575−4.2% | 減碼 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 20,096 | $476.2 萬 | 2.4% | −3,902−16.3% | 減碼 | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 192,066 | $474.4 萬 | 2.4% | +10,065+5.5% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 10,622 | $465.7 萬 | 2.4% | −155−1.4% | 減碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 42,092 | $460.0 萬 | 2.4% | +1,764+4.4% | 加碼 | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 49,091 | $446.6 萬 | 2.3% | −2,724−5.3% | 減碼 | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 78,395 | $433.1 萬 | 2.2% | −20,363−20.6% | 減碼 | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 33,411 | $332.4 萬 | 1.7% | −9,196−21.6% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,646 | $322.8 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 8,440 | $240.0 萬 | 1.2% | −181−2.1% | 減碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 6,250 | $228.9 萬 | 1.2% | 00.0% | 不變 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 25,253 | $227.6 萬 | 1.2% | −1,118−4.2% | 減碼 | – |
| AAPLApple Inc. | Stock | 9,640 | $197.8 萬 | 1.0% | −1,137−10.6% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,304 | $164.3 萬 | 0.8% | +56+1.7% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 9,082 | $160.5 萬 | 0.8% | −350−3.7% | 減碼 | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 11,375 | $149.2 萬 | 0.8% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 13,397 | $144.4 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 9,656 | $127.6 萬 | 0.7% | −647−6.3% | 減碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 11,307 | $126.6 萬 | 0.7% | −162−1.4% | 減碼 | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 25,165 | $126.1 萬 | 0.6% | −1,623−6.1% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 11,778 | $104.9 萬 | 0.5% | −28−0.2% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 5,995 | $94.7 萬 | 0.5% | −5−0.1% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 18,733 | $92.7 萬 | 0.5% | −2,701−12.6% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 2,912 | $85.8 萬 | 0.4% | −11−0.4% | 減碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 14,951 | $85.2 萬 | 0.4% | +10.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 15,227 | $77.5 萬 | 0.4% | +1,513+11.0% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,789 | $67.6 萬 | 0.3% | +447+4.8% | 加碼 | – |
| RIVNRivian Automotive, Inc. | Stock | 47,781 | $65.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 17,721 | $56.3 萬 | 0.3% | −2,873−14.0% | 減碼 | – |
| SLViShares Silver Trust | ETF | 17,123 | $56.2 萬 | 0.3% | +10,500+158.5% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,643 | $49.9 萬 | 0.3% | +319+24.1% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 5,353 | $47.2 萬 | 0.2% | +2,767+107.0% | 加碼 | – |
| SYKStryker Corp | Stock | 1,086 | $43.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 653 | $35.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 4,312 | $34.3 萬 | 0.2% | +87+2.1% | 加碼 | – |
| AMGNAmgen Inc | Stock | 1,181 | $33.0 萬 | 0.2% | −10−0.8% | 減碼 | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 8,177 | $32.0 萬 | 0.2% | −1,009−11.0% | 減碼 | – |
| BMYBristol Myers Squibb Co | Stock | 6,855 | $31.7 萬 | 0.2% | −79−1.1% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,631 | $31.7 萬 | 0.2% | 00.0% | 不變 | – |
| SLBSLB Limited | Stock | 8,741 | $29.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 2,467 | $29.4 萬 | 0.2% | +10.0% | 加碼 | – |
| CATCaterpillar Inc | Stock | 711 | $27.6 萬 | 0.1% | +2+0.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,180 | $25.9 萬 | 0.1% | +12+1.0% | 加碼 | 歷史 |
| ABAlliancebernstein Holding L.P. | UNIT LTD PARTN | 6,035 | $24.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 423 | $23.8 萬 | 0.1% | −470−52.6% | 減碼 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 2,967 | $23.8 萬 | 0.1% | +27+0.9% | 加碼 | – |
| KHCKraft Heinz Co | Stock | 8,939 | $23.1 萬 | 0.1% | +17+0.2% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 2,717 | $22.7 萬 | 0.1% | −1,205−30.7% | 減碼 | – |
| RFLRafael Holdings, Inc. | COM CL B | 12,562 | $2.17 萬 | <0.1% | +12,562 | 新進 | 歷史 |
2025 年第 1 季之後清倉（2 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 3,485 | $22.4 萬 | 0.1% | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,194 | $20.5 萬 | 0.1% | – |