ATLas Financial Planning LLC 13F 持仓 · 2026年Q2
ATLas Financial Planning 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 69 只证券，申报市值合计 1.23 亿美元。前几大持仓：AVLV（8.16%）、AVUV（6.27%）、AVIV（5.84%）。本季前 25 大持仓中：增持 15 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AVLV | AMERICAN CENTY ETF TR | $10.1M | 8.16% | 110,327 | 增持 |
| 2 | AVUV | AMERICAN CENTY ETF TR | $7.7M | 6.27% | 61,958 | 增持 |
| 3 | AVIV | AMERICAN CENTY ETF TR | $7.2M | 5.84% | 92,983 | 增持 |
| 4 | AGG | ISHARES TR | $7.0M | 5.71% | 71,104 | 减持 |
| 5 | AVES | AMERICAN CENTY ETF TR | $6.8M | 5.50% | 103,464 | 增持 |
| 6 | DFIV | DIMENSIONAL ETF TRUST | $6.6M | 5.36% | 122,378 | 增持 |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | $6.2M | 5.05% | 75,402 | 增持 |
| 8 | BOXX | EA SERIES TRUST | $5.8M | 4.74% | 49,922 | 增持 |
| 9 | BND | VANGUARD BD INDEX FDS | $5.8M | 4.66% | 78,357 | 增持 |
| 10 | AAPL | APPLE INC | $5.6M | 4.54% | 19,342 | 减持 |
| 11 | VV | VANGUARD INDEX FDS | $5.3M | 4.32% | 15,483 | 增持 |
| 12 | SCHP | SCHWAB STRATEGIC TR | $3.4M | 2.78% | 129,270 | 增持 |
| 13 | VTI | VANGUARD INDEX FDS | $3.3M | 2.68% | 8,949 | 减持 |
| 14 | FNDC | SCHWAB STRATEGIC TR | $3.3M | 2.64% | 67,147 | 减持 |
| 15 | BNDX | VANGUARD CHARLOTTE FDS | $2.8M | 2.27% | 57,922 | 增持 |
| 16 | DUSB | DIMENSIONAL ETF TRUST | $2.5M | 2.01% | 48,788 | 增持 |
| 17 | DFSV | DIMENSIONAL ETF TRUST | $2.0M | 1.60% | 50,953 | 增持 |
| 18 | VXUS | VANGUARD STAR FDS | $1.7M | 1.41% | 20,414 | 持平 |
| 19 | BSV | VANGUARD BD INDEX FDS | $1.7M | 1.34% | 21,276 | 减持 |
| 20 | AVIG | AMERICAN CENTY ETF TR | $1.5M | 1.19% | 35,399 | 增持 |
| 21 | VB | VANGUARD INDEX FDS | $1.4M | 1.11% | 4,507 | 减持 |
| 22 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.2M | 1.00% | 2,467 | 持平 |
| 23 | IWB | ISHARES TR | $1.2M | 0.96% | 2,900 | 减持 |
| 24 | ITA | ISHARES TR | $1.2M | 0.94% | 4,804 | 增持 |
| 25 | VWO | VANGUARD INTL EQUITY INDEX F | $1.1M | 0.92% | 19,104 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR