Benningfield Financial Advisors, LLC 13F 持仓 · 2026年Q2
Benningfield Financial Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 19 只证券，申报市值合计 1.35 亿美元。前几大持仓：DFUV（20.55%）、VTIP（16.23%）、IEF（14.98%）。本季前 25 大持仓中：新建仓 1 只、增持 4 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFUV | DIMENSIONAL ETF TRUST | $27.7M | 20.55% | 504,434 | 减持 |
| 2 | VTIP | VANGUARD MALVERN FDS | $21.9M | 16.23% | 436,245 | 增持 |
| 3 | IEF | ISHARES TR | $20.2M | 14.98% | 213,887 | 增持 |
| 4 | VTI | VANGUARD INDEX FDS | $19.3M | 14.32% | 52,257 | 增持 |
| 5 | BSVO | EA SERIES TRUST | $15.0M | 11.09% | 512,763 | 减持 |
| 6 | PLTR | PALANTIR TECHNOLOGIES INC | $10.2M | 7.56% | 87,440 | 持平 |
| 7 | AVUV | AMERICAN CENTY ETF TR | $7.5M | 5.59% | 60,498 | 减持 |
| 8 | DFIV | DIMENSIONAL ETF TRUST | $4.9M | 3.65% | 91,102 | 减持 |
| 9 | VTV | VANGUARD INDEX FDS | $2.4M | 1.79% | 11,083 | 持平 |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | $2.1M | 1.57% | 35,843 | 持平 |
| 11 | VXUS | VANGUARD STAR FDS | $686,827 | 0.51% | 8,034 | 增持 |
| 12 | QUAL | ISHARES TR | $657,852 | 0.49% | 2,998 | 减持 |
| 13 | DFAT | DIMENSIONAL ETF TRUST | $485,246 | 0.36% | 6,942 | 持平 |
| 14 | CAT | CATERPILLAR INC | $425,960 | 0.32% | 400 | 持平 |
| 15 | IVLU | ISHARES TR | $340,095 | 0.25% | 8,132 | 持平 |
| 16 | DFAS | DIMENSIONAL ETF TRUST | $275,839 | 0.20% | 3,350 | 持平 |
| 17 | IJS | ISHARES TR | $268,577 | 0.20% | 1,965 | 持平 |
| 18 | VWO | VANGUARD INTL EQUITY INDEX F | $271,524 | 0.20% | 4,549 | 减持 |
| 19 | VPL | VANGUARD INTL EQUITY INDEX F | $203,152 | 0.15% | 1,756 | 新建仓 |
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