Causey Wealth LLC — Q2 2025 13F 持股

Name: Causey Wealth LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002132639

申報總市值

US$2.4億

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	VYM	Vanguard High Dvd Yield ETF	ETF-其他	6.73%	+6.45%	NEW
2	VCIT	Vanguard Int-term Corporate	ETF-投資等級公司債	5.91%	+7.20%	NEW
3	JPST	Jpmorgan Ultra-short Income	ETF-其他	5.48%	+6.43%	NEW
4	ISCF	Ishares International Small	ETF-其他	5.43%	+4.86%	NEW
5	DFEM	Dimensional Emrg Mrkt Core	ETF-其他	5.30%	+4.80%	NEW
6	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-其他	4.27%	+3.32%	NEW
7	EDV	Vanguard Extended Dur Treas	ETF-其他	4.00%	+3.73%	NEW
8	IDEV	Ishares Core Msci Dev Mkts	ETF-其他	3.99%	+3.87%	NEW
9	BRK-A	Berkshire Hathaway Inc-cl A	股票-其他	3.75%	—	—
10	VGSH	Vanguard Short-term Treasury	ETF-政府公債	3.44%	+4.72%	NEW
11	IEMG	Ishares Core Msci Emerging	ETF-新興市場	3.40%	+3.02%	NEW
12	VOO	Vanguard S&p 500 ETF	ETF-大型股與成長	3.25%	+3.92%	NEW
13	EFV	Ishares Msci Eafe Value ETF	ETF-其他	3.07%	+2.69%	NEW
14	VOE	Vanguard Mid-cap Value ETF	ETF-其他	2.75%	+1.90%	NEW
15	DFIV	Dimensional International Va	ETF-其他	2.53%	+3.03%	NEW
16	VSS	Vanguard Ftse All Wo X-us Sc	ETF-其他	2.46%	+1.88%	NEW
17	VB	Vanguard Small-cap ETF	ETF-其他	2.45%	+1.44%	NEW
18	REET	Ishares Global Reit ETF	ETF-其他	2.44%	+3.02%	NEW
19	VUG	Vanguard Growth ETF	ETF-其他	2.39%	+2.11%	NEW
20	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	2.36%	+2.01%	NEW
21	IJK	Ishares S&p Mid-cap 400 Grow	ETF-其他	2.30%	+2.43%	NEW
22	DGS	Wisdomtree Em Small Cap	ETF-中小型股	2.23%	+1.73%	NEW
23	IJS	Ishares S&p Small-cap 600 Va	ETF-其他	1.71%	+1.42%	NEW
24	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	1.66%	—	—
25	VOT	Vanguard Mid-cap Growth ETF	ETF-其他	1.23%	+0.83%	NEW
26	MGK	Vanguard Mega Cap Growth ETF	ETF-其他	1.18%	+0.89%	NEW
27	VIGI	Vanguard Int Div App Indx Fd	ETF-其他	1.17%	+0.89%	NEW
28	AAPL	Apple INC	股票-科技	1.02%	—	-10.55%
29	MSFT	Microsoft CORP	股票-科技	0.84%	+0.71%	NEW
30	VTV	Vanguard Value ETF	ETF-其他	0.83%	+0.67%	NEW
31	MGV	Vanguard Mega Cap Value ETF	ETF-其他	0.77%	+0.70%	NEW
32	XOM	Exxon Mobil CORP	股票-能源	0.74%	+1.54%	NEW
33	IWS	Ishares Russell Mid-cap Valu	ETF-其他	0.66%	+0.50%	NEW
34	EFG	Ishares Msci Eafe Growth ETF	ETF-其他	0.65%	+0.39%	NEW
35	DON	Wisdomtree US Midcap Dividen	ETF-其他	0.65%	+0.40%	NEW
36	VNQ	Vanguard Real Estate ETF	ETF-其他	0.54%	+0.44%	NEW
37	NVDA	Nvidia CORP	股票-科技	0.49%	+1.05%	NEW
38	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	0.48%	+0.39%	NEW
39	IBM	Intl Business Machines CORP	股票-科技	0.44%	+0.30%	NEW
40	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.44%	+0.38%	NEW
41	JMST	JPM Ultra-short Muni Income	ETF-其他	0.40%	+0.77%	NEW
42	VXUS	Vanguard Total Intl Stock	ETF-其他	0.35%	+0.38%	NEW
43	RIVN	Rivian Automotive Inc-a	股票-循環性消費	0.34%	—	—
44	DES	Wisdomtree US Smallcap Divid	ETF-其他	0.29%	—	-13.95%
45	SLV	Ishares Silver Trust	ETF-避險與商品	0.29%	—	+158.54%
46	VTI	Vanguard Total Stock Mkt ETF	ETF-其他	0.26%	+0.34%	NEW
47	TLT	Ishares 20+ Year Treasury Bd	ETF-政府公債	0.24%	+0.32%	NEW
48	SYK	Stryker CORP	股票-醫療保健	0.22%	—	—
49	ISRG	Intuitive Surgical INC	股票-醫療保健	0.18%	—	—
50	VCSH	Vanguard S/t CORP Bond ETF	ETF-投資等級公司債	0.18%	+0.25%	NEW

1–50 of 64

本季持股變動

Causey Wealth LLC 於截至 Q2 2025 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	JPST	Jpmorgan Ultra-short Income	+2.8%	+120.74%	加碼
2	SLV	Ishares Silver Trust	+0.2%	+158.54%	加碼
3	VCIT	Vanguard Int-term Corporate	+0.2%	+10.08%	加碼
4	VOO	Vanguard S&p 500 ETF	+0.2%	+3.57%	加碼
5	DFIV	Dimensional International Va	+0.2%	+6.36%	加碼
6	VUG	Vanguard Growth ETF	+0.2%	-1.44%	減碼
7	MSFT	Microsoft CORP	+0.2%	+1.72%	加碼
8	NVDA	Nvidia CORP	+0.1%	-0.08%	減碼
9	TLT	Ishares 20+ Year Treasury Bd	+0.1%	+107.00%	加碼
10	MGK	Vanguard Mega Cap Growth ETF	+0.1%	—	不變
11	ISCF	Ishares International Small	+0.1%	-3.95%	減碼
12	VSS	Vanguard Ftse All Wo X-us Sc	+0.1%	-4.24%	減碼
13	VTI	Vanguard Total Stock Mkt ETF	+0.1%	+24.09%	加碼
14	IDEV	Ishares Core Msci Dev Mkts	+0.1%	+0.03%	加碼
15	VOT	Vanguard Mid-cap Growth ETF	+0.1%	-2.10%	減碼
16	IBM	Intl Business Machines CORP	0%	-0.38%	減碼
17	VXUS	Vanguard Total Intl Stock	0%	+4.78%	加碼
18	VEA	Vanguard Ftse Developed ETF	0%	+0.01%	加碼
19	EFG	Ishares Msci Eafe Growth ETF	0%	-1.41%	減碼
20	JMST	JPM Ultra-short Muni Income	0%	+11.03%	加碼
21	RIVN	Rivian Automotive Inc-a	0%	—	不變
22	CAT	Caterpillar INC	0%	+0.28%	加碼
23	IJR	Ishares Core S&p Small-cap E	—	+4.37%	加碼
24	REET	Ishares Global Reit ETF	0%	+5.53%	加碼
25	AMGN	Amgen INC	0%	-0.84%	減碼
26	VIGI	Vanguard Int Div App Indx Fd	-0.1%	-4.24%	減碼
27	SLB	Slb LTD	-0.1%	—	不變
28	IEFA	Ishares Core Msci Eafe ETF	-0.1%	-30.72%	減碼
29	VWO	Vanguard Ftse Emerging Marke	-0.1%	-12.60%	減碼
30	BMY	Bristol-myers Squibb Co	-0.1%	-1.14%	減碼
31	DES	Wisdomtree US Smallcap Divid	-0.1%	-13.95%	減碼
32	DON	Wisdomtree US Midcap Dividen	-0.1%	-6.06%	減碼
33	IJK	Ishares S&p Mid-cap 400 Grow	-0.1%	-5.26%	減碼
34	DFEM	Dimensional Emrg Mrkt Core	-0.1%	-5.36%	減碼
35	MA	Mastercard INC - A	-0.2%	-52.63%	減碼
36	XOM	Exxon Mobil CORP	-0.2%	—	不變
37	EFV	Ishares Msci Eafe Value ETF	-0.2%	-5.01%	減碼
38	AAPL	Apple INC	-0.3%	-10.55%	減碼
39	BRK-B	Berkshire Hathaway Inc-cl B	-0.3%	—	不變
40	VYM	Vanguard High Dvd Yield ETF	-0.4%	-0.36%	減碼
41	DGS	Wisdomtree Em Small Cap	-0.4%	-20.62%	減碼
42	IEMG	Ishares Core Msci Emerging	-0.5%	-14.23%	減碼
43	IJJ	Ishares S&p Mid-cap 400 Valu	-0.5%	-6.17%	減碼
44	VB	Vanguard Small-cap ETF	-0.5%	-16.26%	減碼
45	IJS	Ishares S&p Small-cap 600 Va	-0.6%	-21.58%	減碼
46	BRK-A	Berkshire Hathaway Inc-cl A	-0.7%	—	不變
47	EDV	Vanguard Extended Dur Treas	-1.5%	-16.60%	減碼
48	VGSH	Vanguard Short-term Treasury	—	NEW	新建倉
49	VWOB	Vanguard Emerg Mkts Gov Bnd	—	EXIT	清倉
50	XLE	Ss Energy Select Sector	—	EXIT	清倉