Bridgeworth, LLC 13F 持仓 · 最近申报 2023年Q4
Bridgeworth 在 2023年Q4（报告期截至 2023-12-31）的 SEC 13F 申报中报告了 177 只证券，申报市值合计 10.11 亿美元。前几大持仓：DFAC（12.09%）、SPYG（10.23%）、SPYM（8.12%）。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 | DFAC | DIMENSIONAL ETF TRUST | $122.2M | 12.09% | 4.2M | 减持 |
| 2 | SPYG | SPDR SER TR | $103.4M | 10.23% | 1.6M | 减持 |
| 3 | SPYM | SPDR SER TR | $82.0M | 8.12% | 1.5M | 增持 |
| 4 | SPMD | SPDR SER TR | $81.8M | 8.09% | 1.7M | 减持 |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $56.4M | 5.58% | 2.2M | 增持 |
| 6 | SPSM | SPDR SER TR | $42.8M | 4.24% | 1.0M | 增持 |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | $41.9M | 4.15% | 848,975 | 增持 |
| 8 | DFUV | DIMENSIONAL ETF TRUST | $36.5M | 3.61% | 980,556 | 增持 |
| 9 | VOO | VANGUARD INDEX FDS | $34.7M | 3.43% | 79,388 | 减持 |
| 10 | BSV | VANGUARD BD INDEX FDS | $33.5M | 3.32% | 435,030 | 增持 |
| 11 | DFAR | DIMENSIONAL ETF TRUST | $30.2M | 2.99% | 1.3M | 增持 |
| 12 | LCR | LEUTHOLD FDS INC | $29.1M | 2.88% | 905,930 | 减持 |
| 13 | DFEM | DIMENSIONAL ETF TRUST | $21.5M | 2.12% | 859,867 | 增持 |
| 14 | SPDW | SPDR INDEX SHS FDS | $17.0M | 1.68% | 499,966 | 增持 |
| 15 | DFSV | DIMENSIONAL ETF TRUST | $16.6M | 1.64% | 568,749 | 增持 |
| 16 | DFIV | DIMENSIONAL ETF TRUST | $13.4M | 1.32% | 389,578 | 减持 |
| 17 | IVOO | VANGUARD ADMIRAL FDS INC | $13.3M | 1.31% | 141,168 | 减持 |
| 18 | BND | VANGUARD BD INDEX FDS | $12.2M | 1.21% | 166,230 | 增持 |
| 19 | SO | SOUTHERN CO | $10.4M | 1.03% | 148,511 | 增持 |
| 20 | AAPL | APPLE INC | $9.5M | 0.94% | 49,456 | 减持 |
| 21 | DISV | DIMENSIONAL ETF TRUST | $8.8M | 0.87% | 340,592 | 增持 |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | $7.2M | 0.72% | 151,072 | 减持 |
| 23 | VTEB | VANGUARD MUN BD FDS | $7.1M | 0.70% | 138,637 | 减持 |
| 24 | VIOO | VANGUARD ADMIRAL FDS INC | $7.0M | 0.69% | 70,227 | 减持 |
| 25 | VOOV | VANGUARD ADMIRAL FDS INC | $6.1M | 0.60% | 36,145 | 减持 |
来源：SEC 13F 申报文件 · 截至 2023-12-31
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