BetterWealth, LLC 13F 持仓 · 2026年Q2
BetterWealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 86 只证券，申报市值合计 5.65 亿美元。前几大持仓：DFAC（22.27%）、DFAX（11.79%）、VBIL（9.14%）。本季前 25 大持仓中：增持 10 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $125.9M | 22.27% | 2.8M | 增持 |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $66.6M | 11.79% | 1.8M | 减持 |
| 3 | VBIL | VANGUARD INSTL INDEX FD | $51.7M | 9.14% | 682,813 | 增持 |
| 4 | AAPL | APPLE INC | $47.5M | 8.40% | 164,003 | 减持 |
| 5 | BIV | VANGUARD BD INDEX FDS | $40.0M | 7.07% | 521,246 | 增持 |
| 6 | EBI | RBB FUND TRUST | $37.8M | 6.69% | 582,580 | 持平 |
| 7 | BSV | VANGUARD BD INDEX FDS | $23.7M | 4.20% | 304,624 | 增持 |
| 8 | AVUV | AMERICAN CENTY ETF TR | $20.4M | 3.61% | 163,569 | 减持 |
| 9 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $20.2M | 3.58% | 584,586 | 增持 |
| 10 | AVRE | AMERICAN CENTY ETF TR | $16.5M | 2.91% | 347,592 | 增持 |
| 11 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $12.2M | 2.17% | 248,383 | 增持 |
| 12 | CGGR | CAPITAL GROUP GROWTH ETF | $10.4M | 1.84% | 219,968 | 增持 |
| 13 | AVEM | AMERICAN CENTY ETF TR | $10.1M | 1.79% | 104,621 | 减持 |
| 14 | DISV | DIMENSIONAL ETF TRUST | $6.7M | 1.18% | 165,836 | 减持 |
| 15 | GOOG | ALPHABET INC | $5.6M | 1.00% | 15,963 | 减持 |
| 16 | DIHP | DIMENSIONAL ETF TRUST | $5.6M | 0.99% | 164,305 | 减持 |
| 17 | DUHP | DIMENSIONAL ETF TRUST | $5.2M | 0.93% | 125,450 | 减持 |
| 18 | DFEM | DIMENSIONAL ETF TRUST | $5.2M | 0.91% | 126,772 | 减持 |
| 19 | VCIT | VANGUARD SCOTTSDALE FDS | $5.1M | 0.91% | 62,187 | 增持 |
| 20 | DFSV | DIMENSIONAL ETF TRUST | $3.7M | 0.65% | 94,439 | 减持 |
| 21 | DFSU | DIMENSIONAL ETF TRUST | $2.7M | 0.48% | 57,685 | 增持 |
| 22 | NVDA | NVIDIA CORPORATION | $2.3M | 0.40% | 11,355 | 减持 |
| 23 | JNJ | JOHNSON & JOHNSON | $2.1M | 0.38% | 8,413 | 减持 |
| 24 | SHOP | SHOPIFY INC | $2.1M | 0.37% | 18,317 | 持平 |
| 25 | VOO | VANGUARD INDEX FDS | $2.0M | 0.36% | 2,966 | 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