Brady Martz Wealth Solutions, LLC 13F 持仓 · 2026年Q2
Brady Martz Wealth Solutions 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 228 只证券，申报市值合计 6.62 亿美元。前几大持仓：ITOT（10.65%）、SCHV（5.96%）、SCHG（3.48%）。本季前 25 大持仓中：增持 13 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $70.5M | 10.65% | 429,338 | 增持 |
| 2 | SCHV | SCHWAB STRATEGIC TR | $39.5M | 5.96% | 1.1M | 减持 |
| 3 | SCHG | SCHWAB STRATEGIC TR | $23.0M | 3.48% | 681,131 | 减持 |
| 4 | BSVO | EA SERIES TRUST | $22.8M | 3.44% | 780,094 | 增持 |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | $20.4M | 3.08% | 345,954 | 增持 |
| 6 | AVDV | AMERICAN CENTY ETF TR | $19.9M | 3.00% | 192,772 | 减持 |
| 7 | SCHD | SCHWAB STRATEGIC TR | $19.5M | 2.95% | 616,226 | 减持 |
| 8 | DFSD | DIMENSIONAL ETF TRUST | $16.6M | 2.51% | 347,791 | 增持 |
| 9 | DUHP | DIMENSIONAL ETF TRUST | $15.8M | 2.39% | 379,331 | 增持 |
| 10 | VTI | VANGUARD INDEX FDS | $15.8M | 2.39% | 42,749 | 减持 |
| 11 | DFEM | DIMENSIONAL ETF TRUST | $15.2M | 2.29% | 373,277 | 减持 |
| 12 | IDOG | ALPS ETF TR | $14.0M | 2.12% | 340,690 | 减持 |
| 13 | DFNM | DIMENSIONAL ETF TRUST | $13.2M | 1.99% | 272,899 | 增持 |
| 14 | SCHF | SCHWAB STRATEGIC TR | $12.7M | 1.91% | 456,965 | 减持 |
| 15 | IDEV | ISHARES TR | $11.9M | 1.80% | 134,086 | 增持 |
| 16 | DIHP | DIMENSIONAL ETF TRUST | $11.8M | 1.78% | 346,240 | 增持 |
| 17 | VTIP | VANGUARD MALVERN FDS | $11.6M | 1.75% | 230,722 | 增持 |
| 18 | HYMB | SPDR SERIES TRUST | $10.2M | 1.54% | 400,105 | 减持 |
| 19 | EFV | ISHARES TR | $8.9M | 1.35% | 116,476 | 增持 |
| 20 | AVGO | BROADCOM INC | $7.8M | 1.17% | 20,522 | 增持 |
| 21 | CWI | SPDR INDEX SHS FDS | $7.2M | 1.09% | 177,774 | 减持 |
| 22 | NVDA | NVIDIA CORPORATION | $7.1M | 1.07% | 35,458 | 减持 |
| 23 | AAPL | APPLE INC | $7.0M | 1.06% | 24,283 | 增持 |
| 24 | SPTM | SPDR SERIES TRUST | $6.9M | 1.04% | 76,076 | 持平 |
| 25 | IEMG | ISHARES INC | $6.5M | 0.98% | 78,245 | 增持 |
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