Balanced Rock Investment Advisors LLC 13F 持仓 · 2026年Q2
Balanced Rock Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 102 只证券，申报市值合计 1.60 亿美元。前几大持仓：DFSI（6.21%）、EVTR（5.35%）、RAFE（4.56%）。本季前 25 大持仓中：新建仓 1 只、增持 13 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFSI | DIMENSIONAL ETF TRUST | $10.0M | 6.21% | 220,624 | 增持 |
| 2 | EVTR | MORGAN STANLEY ETF TRUST | $8.6M | 5.35% | 169,176 | 增持 |
| 3 | RAFE | PIMCO EQUITY SER | $7.3M | 4.56% | 152,855 | 增持 |
| 4 | USXF | ISHARES TR | $6.8M | 4.22% | 97,385 | 减持 |
| 5 | SPHQ | INVESCO EXCHANGE TRADED FD T | $6.1M | 3.79% | 67,413 | 减持 |
| 6 | ESGU | ISHARES TR | $5.9M | 3.67% | 35,948 | 减持 |
| 7 | DMXF | ISHARES TR | $5.3M | 3.32% | 62,987 | 增持 |
| 8 | DFGR | DIMENSIONAL ETF TRUST | $5.1M | 3.17% | 175,340 | 减持 |
| 9 | VGLT | VANGUARD SCOTTSDALE FDS | $4.7M | 2.95% | 85,607 | 增持 |
| 10 | ESGD | ISHARES TR | $4.5M | 2.82% | 43,951 | 减持 |
| 11 | DFSE | DIMENSIONAL ETF TRUST | $4.0M | 2.49% | 81,686 | 减持 |
| 12 | LTPZ | PIMCO ETF TR | $3.8M | 2.35% | 74,537 | 增持 |
| 13 | HYXF | ISHARES TR | $3.7M | 2.33% | 80,019 | 增持 |
| 14 | VCRM | VANGUARD MUN BD FDS | $3.7M | 2.31% | 48,515 | 增持 |
| 15 | VSGX | VANGUARD WORLD FD | $3.6M | 2.25% | 43,732 | 减持 |
| 16 | EUSB | ISHARES TR | $3.1M | 1.92% | 70,839 | 增持 |
| 17 | VGSR | MANAGER DIRECTED PORTFOLIOS | $2.9M | 1.84% | 258,929 | 增持 |
| 18 | IMCG | ISHARES TR | $2.9M | 1.83% | 29,812 | 新建仓 |
| 19 | JCPI | J P MORGAN EXCHANGE TRADED F | $2.9M | 1.79% | 59,890 | 增持 |
| 20 | DFIP | DIMENSIONAL ETF TRUST | $2.8M | 1.78% | 69,050 | 增持 |
| 21 | NULV | NUSHARES ETF TR | $2.7M | 1.71% | 54,965 | 减持 |
| 22 | BNDX | VANGUARD CHARLOTTE FDS | $2.7M | 1.68% | 55,534 | 增持 |
| 23 | VV | VANGUARD INDEX FDS | $2.6M | 1.63% | 7,579 | 减持 |
| 24 | EAGG | ISHARES TR | $2.6M | 1.59% | 53,828 | 减持 |
| 25 | EMXF | ISHARES TR | $2.4M | 1.50% | 41,421 | 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