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Brickley Wealth Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Brickley Wealth Management

报告期 2026-03-31 · CIK 0001712533

持仓数

60

前50大市值合计

$580.8M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VTV VANGUARD INDEX FDS

VALUE ETF

$126.4M

644,008

21.8%

AAPL APPLE INC

COM

$97.1M

382,595

16.7%

VUG VANGUARD INDEX FDS

GROWTH ETF

$60.2M

137,847

10.4%

IEFA ISHARES TR

CORE MSCI EAFE

$55.6M

613,612

9.6%

AVDV AMERICAN CENTY ETF TR

INTL SMCP VLU

$45.1M

451,270

7.8%

VBK VANGUARD INDEX FDS

SML CP GRW ETF

$30.5M

100,821

5.2%

VBR VANGUARD INDEX FDS

SM CP VAL ETF

$27.1M

124,827

4.7%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$22.7M

34,863

3.9%

VTIP VANGUARD MALVERN FDS

STRM INFPROIDX

$20.4M

408,487

3.5%

EFA ISHARES TR

MSCI EAFE ETF

$13.7M

140,863

2.4%

IWF ISHARES TR

RUS 1000 GRW ETF

$11.3M

26,612

2.0%

USMV ISHARES TR

MSCI USA MIN VOL

$9.9M

106,608

1.7%

VGIT VANGUARD SCOTTSDALE FDS

INTER TERM TREAS

$9.4M

158,497

1.6%

VOE VANGUARD INDEX FDS

MCAP VL IDXVIP

$8.6M

46,412

1.5%

MTUM ISHARES TR

MSCI USA MMENTM

$7.5M

31,458

1.3%

SMMV ISHARES TR

MSCI USA SMCP MN

$5.5M

127,187

1.0%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$3.2M

58,642

0.5%

EFAV ISHARES TR

MSCI EAFE MIN VL

$2.9M

31,271

0.5%

IMTM ISHARES TR

MSCI INTL MOMENT

$2.0M

40,613

0.3%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$1.7M

70,380

0.3%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$1.3M

4,201

0.2%

NVDA NVIDIA CORPORATION

COM

$1.3M

7,464

0.2%

VT VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF

$1.3M

9,273

0.2%

IUSV ISHARES TR

CORE S&P US VLU

$1.2M

11,806

0.2%

ESGV VANGUARD WORLD FD

ESG US STK ETF

$1.2M

10,408

0.2%

IWP ISHARES TR

RUS MD CP GR ETF

$1.1M

8,330

0.2%

ILMN ILLUMINA INC

COM

$971.8K

7,884

0.2%

SGOV ISHARES TR

0-3 MNTH TREASRY

$905.2K

8,992

0.2%

META META PLATFORMS INC

CL A

$877.6K

1,534

0.2%

MSFT MICROSOFT CORP

COM

$871.0K

2,353

0.1%

IEF ISHARES TR

7-10 YR TRSY BD

$645.5K

6,763

0.1%

LRCX LAM RESEARCH CORP

COM NEW

$625.0K

2,925

0.1%

AMZN AMAZON COM INC

COM

$621.1K

2,982

0.1%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$588.5K

1,228

0.1%

IVV ISHARES TR

CORE S&P500 ETF

$544.1K

833

0.1%

VSGX VANGUARD WORLD FD

ESG INTL STK ETF

$501.0K

6,984

0.1%

SCHV SCHWAB STRATEGIC TR

US LCAP VA ETF

$482.1K

15,805

0.1%

JNJ JOHNSON & JOHNSON

COM

$482.0K

1,972

0.1%

SCZ ISHARES TR

EAFE SML CP ETF

$481.7K

6,143

0.1%

GOOG ALPHABET INC

CAP STK CL C

$472.2K

1,646

0.1%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$454.7K

15,610

0.1%

SHY ISHARES TR

1 3 YR TREAS BD

$454.7K

5,507

0.1%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$443.2K

4,012

0.1%

KLAC KLA CORP

COM NEW

$412.3K

280

0.1%

AVGO BROADCOM INC

COM

$408.2K

1,319

0.1%

AGG ISHARES TR

CORE US AGGBD ET

$374.0K

3,767

0.1%

GOOGL ALPHABET INC

CAP STK CL A

$331.3K

1,152

0.1%

TSLA TESLA INC

COM

$271.7K

731

0.0%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$263.9K

3,422

0.0%

JPM JPMORGAN CHASE & CO

COM

$254.4K

865

0.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

71%前 6 大占比

VTV21.8%AAPL16.7%VUG10.4%IEFA9.6%AVDV7.8%VBK5.2%