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 |
|---|---|---|---|---|---|---|
| 1 | IJH | ISHARES TR | $14.8M | 14.21% | 224,097 | 新建仓 |
| 2 | BSV | VANGUARD BD INDEX FDS | $12.9M | 12.40% | 163,758 | 新建仓 |
| 3 | VTC | VANGUARD SCOTTSDALE FDS | $10.2M | 9.84% | 131,901 | 新建仓 |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | $8.4M | 8.11% | 140,848 | 新建仓 |
| 5 | DFAI | DIMENSIONAL ETF TRUST | $8.2M | 7.87% | 214,986 | 新建仓 |
| 6 | IAGG | ISHARES TR | $7.7M | 7.38% | 153,494 | 新建仓 |
| 7 | STIP | ISHARES TR | $6.9M | 6.65% | 67,576 | 新建仓 |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | $6.4M | 6.13% | 29,011 | 新建仓 |
| 9 | DFAU | DIMENSIONAL ETF TRUST | $5.9M | 5.67% | 125,999 | 新建仓 |
| 10 | IVV | ISHARES TR | $3.8M | 3.65% | 5,543 | 新建仓 |
| 11 | DFAE | DIMENSIONAL ETF TRUST | $2.4M | 2.31% | 73,716 | 新建仓 |
| 12 | VTI | VANGUARD INDEX FDS | $2.4M | 2.28% | 7,078 | 新建仓 |
| 13 | IEFA | ISHARES TR | $1.6M | 1.58% | 18,388 | 新建仓 |
| 14 | SCZ | ISHARES TR | $1.4M | 1.39% | 18,637 | 新建仓 |
| 15 | EFAV | ISHARES TR | $1.3M | 1.30% | 15,637 | 新建仓 |
| 16 | IXUS | ISHARES TR | $1.4M | 1.30% | 16,002 | 新建仓 |
| 17 | AAPL | APPLE INC | $1.1M | 1.10% | 4,224 | 新建仓 |
| 18 | DFAR | DIMENSIONAL ETF TRUST | $1.1M | 1.09% | 49,529 | 新建仓 |
| 19 | BND | VANGUARD BD INDEX FDS | $1.1M | 1.08% | 15,119 | 新建仓 |
| 20 | RSP | INVESCO EXCHANGE TRADED FD T | $936,346 | 0.90% | 4,888 | 新建仓 |
| 21 | IJS | ISHARES TR | $526,979 | 0.51% | 4,634 | 新建仓 |
| 22 | DFAS | DIMENSIONAL ETF TRUST | $486,771 | 0.47% | 6,987 | 新建仓 |
| 23 | JNJ | JOHNSON & JOHNSON | $420,730 | 0.40% | 2,033 | 新建仓 |
| 24 | IEMG | ISHARES INC | $404,060 | 0.39% | 6,011 | 新建仓 |
| 25 | VCIT | VANGUARD SCOTTSDALE FDS | $373,944 | 0.36% | 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