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Aznar Financial Advisors, LLC 13F 持仓 · 最近申报 2025年Q4

Aznar Financial Advisors 在 2025年Q4(报告期截至 2025-12-31)的 SEC 13F 申报中报告了 31 只证券,申报市值合计 1.04 亿美元。前几大持仓:IJH(14.21%)、BSV(12.40%)、VTC(9.84%)。本季前 25 大持仓中:新建仓 25 只。

排名代码公司市值占组合股数变动
1IJHISHARES TR$14.8M14.21%224,097新建仓
2BSVVANGUARD BD INDEX FDS$12.9M12.40%163,758新建仓
3VTCVANGUARD SCOTTSDALE FDS$10.2M9.84%131,901新建仓
4VGITVANGUARD SCOTTSDALE FDS$8.4M8.11%140,848新建仓
5DFAIDIMENSIONAL ETF TRUST$8.2M7.87%214,986新建仓
6IAGGISHARES TR$7.7M7.38%153,494新建仓
7STIPISHARES TR$6.9M6.65%67,576新建仓
8VIGVANGUARD SPECIALIZED FUNDS$6.4M6.13%29,011新建仓
9DFAUDIMENSIONAL ETF TRUST$5.9M5.67%125,999新建仓
10IVVISHARES TR$3.8M3.65%5,543新建仓
11DFAEDIMENSIONAL ETF TRUST$2.4M2.31%73,716新建仓
12VTIVANGUARD INDEX FDS$2.4M2.28%7,078新建仓
13IEFAISHARES TR$1.6M1.58%18,388新建仓
14SCZISHARES TR$1.4M1.39%18,637新建仓
15EFAVISHARES TR$1.3M1.30%15,637新建仓
16IXUSISHARES TR$1.4M1.30%16,002新建仓
17AAPLAPPLE INC$1.1M1.10%4,224新建仓
18DFARDIMENSIONAL ETF TRUST$1.1M1.09%49,529新建仓
19BNDVANGUARD BD INDEX FDS$1.1M1.08%15,119新建仓
20RSPINVESCO EXCHANGE TRADED FD T$936,3460.90%4,888新建仓
21IJSISHARES TR$526,9790.51%4,634新建仓
22DFASDIMENSIONAL ETF TRUST$486,7710.47%6,987新建仓
23JNJJOHNSON & JOHNSON$420,7300.40%2,033新建仓
24IEMGISHARES INC$404,0600.39%6,011新建仓
25VCITVANGUARD SCOTTSDALE FDS$373,9440.36%4,465新建仓

来源:SEC 13F 申报文件 · 截至 2025-12-31

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