Ballast Financial Advisors LLC 13F 持仓 · 2026年Q2
Ballast Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 71 只证券，申报市值合计 1.10 亿美元。前几大持仓：SCHX（11.38%）、SCHZ（10.96%）、ISTB（10.83%）。本季前 25 大持仓中：增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $12.6M | 11.38% | 427,141 | 增持 |
| 2 | SCHZ | SCHWAB STRATEGIC TR | $12.1M | 10.96% | 523,539 | 增持 |
| 3 | ISTB | ISHARES TR | $12.0M | 10.83% | 248,050 | 增持 |
| 4 | FNDF | SCHWAB STRATEGIC TR | $6.1M | 5.53% | 115,801 | 减持 |
| 5 | AVUV | AMERICAN CENTY ETF TR | $4.9M | 4.42% | 39,110 | 减持 |
| 6 | AVLV | AMERICAN CENTY ETF TR | $4.7M | 4.23% | 51,252 | 减持 |
| 7 | JQUA | J P MORGAN EXCHANGE TRADED F | $4.5M | 4.12% | 62,901 | 增持 |
| 8 | SCHF | SCHWAB STRATEGIC TR | $3.8M | 3.46% | 138,002 | 减持 |
| 9 | VBK | VANGUARD INDEX FDS | $2.8M | 2.58% | 7,778 | 增持 |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | $2.5M | 2.27% | 10,602 | 增持 |
| 11 | VUG | VANGUARD INDEX FDS | $2.4M | 2.22% | 28,423 | 增持 |
| 12 | SCHG | SCHWAB STRATEGIC TR | $2.3M | 2.09% | 68,197 | 减持 |
| 13 | DFEM | DIMENSIONAL ETF TRUST | $2.0M | 1.84% | 49,952 | 减持 |
| 14 | DFIS | DIMENSIONAL ETF TRUST | $1.8M | 1.64% | 51,835 | 增持 |
| 15 | SCHV | SCHWAB STRATEGIC TR | $1.7M | 1.50% | 47,753 | 减持 |
| 16 | FBND | FIDELITY MERRIMACK STR TR | $1.6M | 1.46% | 35,392 | 增持 |
| 17 | BND | VANGUARD BD INDEX FDS | $1.5M | 1.39% | 20,870 | 减持 |
| 18 | FNDX | SCHWAB STRATEGIC TR | $1.4M | 1.25% | 44,248 | 减持 |
| 19 | DFAR | DIMENSIONAL ETF TRUST | $1.3M | 1.14% | 47,965 | 增持 |
| 20 | VTV | VANGUARD INDEX FDS | $1.2M | 1.07% | 5,409 | 增持 |
| 21 | VCIT | VANGUARD SCOTTSDALE FDS | $1.1M | 1.03% | 13,780 | 增持 |
| 22 | VBR | VANGUARD INDEX FDS | $1.1M | 1.02% | 4,619 | 减持 |
| 23 | DISV | DIMENSIONAL ETF TRUST | $1.1M | 0.96% | 26,405 | 减持 |
| 24 | VCSH | VANGUARD SCOTTSDALE FDS | $1.0M | 0.94% | 13,077 | 增持 |
| 25 | VB | VANGUARD INDEX FDS | $1.0M | 0.92% | 3,359 | 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