Causey Wealth LLC — Q1 2025 13F 持股

Name: Causey Wealth LLC — 13F Holdings, Q1 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002132639

申报总市值

US$2.4亿

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	VYM	Vanguard High Dvd Yield ETF	ETF-其他	7.11%	+6.45%	NEW
2	VCIT	Vanguard Int-term Corporate	ETF-投资级公司债	5.75%	+7.20%	NEW
3	EDV	Vanguard Extended Dur Treas	ETF-其他	5.51%	+3.73%	NEW
4	DFEM	Dimensional Emrg Mrkt Core	ETF-其他	5.43%	+4.80%	NEW
5	ISCF	Ishares International Small	ETF-其他	5.35%	+4.86%	NEW
6	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-其他	4.79%	+3.32%	NEW
7	BRK-A	Berkshire Hathaway Inc-cl A	股票-其他	4.46%	—	—
8	IDEV	Ishares Core Msci Dev Mkts	ETF-其他	3.94%	+3.87%	NEW
9	IEMG	Ishares Core Msci Emerging	ETF-新兴市场	3.88%	+3.02%	NEW
10	EFV	Ishares Msci Eafe Value ETF	ETF-其他	3.26%	+2.69%	NEW
11	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	3.09%	+3.92%	NEW
12	VOE	Vanguard Mid-cap Value ETF	ETF-其他	2.99%	+1.90%	NEW
13	VB	Vanguard Small-cap ETF	ETF-其他	2.98%	+1.44%	NEW
14	JPST	Jpmorgan Ultra-short Income	ETF-其他	2.70%	+6.43%	NEW
15	DGS	Wisdomtree Em Small Cap	ETF-中小型股	2.67%	+1.73%	NEW
16	REET	Ishares Global Reit ETF	ETF-其他	2.47%	+3.02%	NEW
17	IJK	Ishares S&p Mid-cap 400 Grow	ETF-其他	2.41%	+2.43%	NEW
18	VSS	Vanguard Ftse All Wo X-us Sc	ETF-其他	2.40%	+1.88%	NEW
19	DFIV	Dimensional International Va	ETF-其他	2.38%	+3.03%	NEW
20	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	2.36%	+2.01%	NEW
21	IJS	Ishares S&p Small-cap 600 Va	ETF-其他	2.32%	+1.42%	NEW
22	VUG	Vanguard Growth ETF	ETF-其他	2.23%	+2.11%	NEW
23	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	1.98%	—	—
24	AAPL	Apple INC	股票-科技	1.34%	—	-0.90%
25	VIGI	Vanguard Int Div App Indx Fd	ETF-其他	1.22%	+0.89%	NEW
26	VOT	Vanguard Mid-cap Growth ETF	ETF-其他	1.18%	+0.83%	NEW
27	MGK	Vanguard Mega Cap Growth ETF	ETF-其他	1.08%	+0.89%	NEW
28	VTV	Vanguard Value ETF	ETF-其他	0.91%	+0.67%	NEW
29	XOM	Exxon Mobil CORP	股票-能源	0.89%	+1.54%	NEW
30	MGV	Vanguard Mega Cap Value ETF	ETF-其他	0.82%	+0.70%	NEW
31	DON	Wisdomtree US Midcap Dividen	ETF-其他	0.74%	+0.40%	NEW
32	IWS	Ishares Russell Mid-cap Valu	ETF-其他	0.73%	+0.50%	NEW
33	MSFT	Microsoft CORP	股票-科技	0.68%	+0.71%	NEW
34	EFG	Ishares Msci Eafe Growth ETF	ETF-其他	0.64%	+0.39%	NEW
35	VNQ	Vanguard Real Estate ETF	ETF-其他	0.60%	+0.44%	NEW
36	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	0.54%	+0.39%	NEW
37	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.42%	+0.38%	NEW
38	IBM	Intl Business Machines CORP	股票-科技	0.41%	+0.30%	NEW
39	JMST	JPM Ultra-short Muni Income	ETF-其他	0.39%	+0.77%	NEW
40	DES	Wisdomtree US Smallcap Divid	ETF-其他	0.37%	—	-44.15%
41	NVDA	Nvidia CORP	股票-科技	0.36%	+1.05%	NEW
42	RIVN	Rivian Automotive Inc-a	股票-周期性消费	0.33%	—	—
43	VXUS	Vanguard Total Intl Stock	ETF-其他	0.32%	+0.38%	NEW
44	MA	Mastercard INC - A	股票-金融	0.27%	—	—
45	BMY	Bristol-myers Squibb Co	股票-医疗保健	0.24%	—	—
46	SYK	Stryker CORP	股票-医疗保健	0.23%	—	—
47	AMGN	Amgen INC	股票-医疗保健	0.21%	—	—
48	SLB	Slb LTD	股票-能源	0.20%	—	—
49	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.20%	+0.34%	NEW
50	VCSH	Vanguard S/t CORP Bond ETF	ETF-投资级公司债	0.19%	+0.25%	NEW

1–50 of 64

本季持股变动

Causey Wealth LLC 于截至 Q1 2025 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	EDV	Vanguard Extended Dur Treas	+2.2%	+65.02%	加仓
2	VCIT	Vanguard Int-term Corporate	+2%	+55.73%	加仓
3	VOO	Vanguard S&p 500 ETF	+1.7%	+148.57%	加仓
4	JPST	Jpmorgan Ultra-short Income	+0.6%	+34.15%	加仓
5	REET	Ishares Global Reit ETF	+0.3%	+15.65%	加仓
6	BRK-B	Berkshire Hathaway Inc-cl B	+0.2%	—	不变
7	IDEV	Ishares Core Msci Dev Mkts	+0.1%	+0.46%	加仓
8	DFIV	Dimensional International Va	+0.1%	-1.97%	减仓
9	XOM	Exxon Mobil CORP	+0.1%	+0.01%	加仓
10	IBM	Intl Business Machines CORP	0%	—	不变
11	AMGN	Amgen INC	0%	—	不变
12	ISCF	Ishares International Small	0%	+0.08%	加仓
13	VIGI	Vanguard Int Div App Indx Fd	0%	+2.61%	加仓
14	IJK	Ishares S&p Mid-cap 400 Grow	-0.1%	+11.27%	加仓
15	XLE	Ss Energy Select Sector	-0.1%	-50.77%	减仓
16	NVDA	Nvidia CORP	-0.1%	—	不变
17	IWS	Ishares Russell Mid-cap Valu	-0.1%	-7.31%	减仓
18	VOT	Vanguard Mid-cap Growth ETF	-0.1%	-1.31%	减仓
19	MSFT	Microsoft CORP	-0.1%	+0.09%	加仓
20	EFG	Ishares Msci Eafe Growth ETF	-0.2%	-19.53%	减仓
21	DON	Wisdomtree US Midcap Dividen	-0.2%	-11.83%	减仓
22	VUG	Vanguard Growth ETF	-0.2%	+7.63%	加仓
23	MGK	Vanguard Mega Cap Growth ETF	-0.2%	+0.05%	加仓
24	VDE	Vanguard Energy ETF	-0.2%	-51.09%	减仓
25	VWO	Vanguard Ftse Emerging Marke	-0.2%	-24.13%	减仓
26	EFV	Ishares Msci Eafe Value ETF	-0.2%	-12.09%	减仓
27	AAPL	Apple INC	-0.3%	-0.90%	减仓
28	DES	Wisdomtree US Smallcap Divid	-0.4%	-44.15%	减仓
29	VYM	Vanguard High Dvd Yield ETF	-0.5%	-3.02%	减仓
30	DGS	Wisdomtree Em Small Cap	-0.5%	-11.39%	减仓
31	VSS	Vanguard Ftse All Wo X-us Sc	-0.7%	-19.84%	减仓
32	IEMG	Ishares Core Msci Emerging	-0.7%	-15.29%	减仓
33	VOE	Vanguard Mid-cap Value ETF	-0.8%	-16.67%	减仓
34	IJS	Ishares S&p Small-cap 600 Va	-0.9%	-16.54%	减仓
35	IJR	Ishares Core S&p Small-cap E	-1%	-19.18%	减仓
36	VB	Vanguard Small-cap ETF	-1%	-16.15%	减仓
37	IJJ	Ishares S&p Mid-cap 400 Valu	-1%	-10.43%	减仓
38	DFEM	Dimensional Emrg Mrkt Core	-1.4%	-17.79%	减仓
39	BRK-A	Berkshire Hathaway Inc-cl A	—	NEW	新建仓
40	JMST	JPM Ultra-short Muni Income	—	NEW	新建仓
41	IWM	Ishares Russell 2000 ETF	—	EXIT	清仓
42	SCZ	Ishares Msci Eafe Small-cap	—	EXIT	清仓
43	USHY	Ishares Broad Usd High Yield	—	EXIT	清仓
44	IGF	Ishares Global Infrastructur	—	EXIT	清仓
45	TSLA	Tesla INC	—	EXIT	清仓
46	ICSH	Ishares Ultra Short Duration	—	EXIT	清仓
47	VBR	Vanguard Small-cap Value ETF	—	EXIT	清仓
48	GOOGL	Alphabet Inc-cl A	—	EXIT	清仓
49	VYMI	Vanguard Int High Dvd Yld In	—	NEW	新建仓
50	SLV	Ishares Silver Trust	—	NEW	新建仓