Claris Advisors, LLC / Mo / 13F 持仓 · 2026年Q2
Claris Advisors, LLC / Mo / 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 74 只证券，申报市值合计 3.83 亿美元。前几大持仓：DFAC（19.69%）、BSVO（9.25%）、DFUS（6.43%）。本季前 25 大持仓中：增持 12 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 | $75.4M | 19.69% | 1.7M | 增持 |
| 2 | BSVO | EA SERIES TRUST | $35.4M | 9.25% | 1.2M | 减持 |
| 3 | DFUS | DIMENSIONAL ETF TRUST | $24.6M | 6.43% | 300,617 | 减持 |
| 4 | DFAU | DIMENSIONAL ETF TRUST | $21.8M | 5.68% | 421,038 | 减持 |
| 5 | DFUV | DIMENSIONAL ETF TRUST | $21.2M | 5.52% | 384,556 | 减持 |
| 6 | DFIV | DIMENSIONAL ETF TRUST | $19.3M | 5.03% | 356,869 | 减持 |
| 7 | AVUV | AMERICAN CENTY ETF TR | $18.5M | 4.83% | 148,246 | 减持 |
| 8 | DFAX | DIMENSIONAL ETF TRUST | $15.6M | 4.07% | 423,536 | 减持 |
| 9 | DUHP | DIMENSIONAL ETF TRUST | $14.3M | 3.74% | 342,901 | 增持 |
| 10 | DFAI | DIMENSIONAL ETF TRUST | $12.8M | 3.33% | 309,638 | 增持 |
| 11 | DIHP | DIMENSIONAL ETF TRUST | $10.8M | 2.82% | 316,878 | 增持 |
| 12 | ITOT | ISHARES TR | $10.7M | 2.81% | 65,425 | 增持 |
| 13 | DFAE | DIMENSIONAL ETF TRUST | $10.0M | 2.62% | 249,442 | 减持 |
| 14 | DFAS | DIMENSIONAL ETF TRUST | $8.5M | 2.22% | 103,413 | 减持 |
| 15 | DISV | DIMENSIONAL ETF TRUST | $7.9M | 2.07% | 197,686 | 减持 |
| 16 | AVDV | AMERICAN CENTY ETF TR | $7.6M | 1.98% | 73,718 | 增持 |
| 17 | DFEM | DIMENSIONAL ETF TRUST | $7.0M | 1.82% | 171,254 | 增持 |
| 18 | VGIT | VANGUARD SCOTTSDALE FDS | $7.0M | 1.82% | 118,021 | 增持 |
| 19 | DFAT | DIMENSIONAL ETF TRUST | $6.4M | 1.68% | 91,789 | 减持 |
| 20 | DFSD | DIMENSIONAL ETF TRUST | $5.5M | 1.44% | 115,891 | 增持 |
| 21 | IDEV | ISHARES TR | $4.0M | 1.05% | 45,171 | 增持 |
| 22 | DFGR | DIMENSIONAL ETF TRUST | $3.6M | 0.95% | 125,318 | 增持 |
| 23 | CAT | CATERPILLAR INC | $3.0M | 0.78% | 2,797 | 减持 |
| 24 | VLUE | ISHARES TR | $2.6M | 0.67% | 12,798 | 减持 |
| 25 | MSFT | MICROSOFT CORP | $2.2M | 0.58% | 5,976 | 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