Clune & Associates, Ltd. 13F 持仓 · 2026年Q3
Clune & Associates 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 161 只证券，申报市值合计 6.54 亿美元。前几大持仓：DFUV（8.21%）、VOO（6.26%）、IJR（4.29%）。本季前 25 大持仓中：新建仓 2 只、增持 10 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFUV | DIMENSIONAL ETF TRUST | $53.7M | 8.21% | 976,097 | 增持 |
| 2 | VOO | VANGUARD INDEX FDS | $41.0M | 6.26% | 58,458 | 增持 |
| 3 | IJR | ISHARES TR | $28.1M | 4.29% | 206,496 | 增持 |
| 4 | DFIV | DIMENSIONAL ETF TRUST | $27.3M | 4.17% | 488,379 | 减持 |
| 5 | DWUSX | DFA INVT DIMENSIONS GROUP IN | $24.8M | 3.80% | 663,113 | 新建仓 |
| 6 | VXUS | VANGUARD STAR FDS | $22.9M | 3.51% | 269,930 | 增持 |
| 7 | VCSH | VANGUARD SCOTTSDALE FDS | $20.5M | 3.14% | 265,466 | 减持 |
| 8 | DFSD | DIMENSIONAL ETF TRUST | $20.3M | 3.11% | 437,367 | 减持 |
| 9 | SHAG | WISDOMTREE TR | $20.0M | 3.06% | 431,089 | 新建仓 |
| 10 | BSV | VANGUARD BD INDEX FDS | $19.6M | 2.99% | 256,036 | 减持 |
| 11 | DFIS | DIMENSIONAL ETF TRUST | $19.3M | 2.95% | 533,072 | 增持 |
| 12 | ISTB | ISHARES TR | $17.7M | 2.71% | 374,794 | 减持 |
| 13 | DFAS | DIMENSIONAL ETF TRUST | $17.6M | 2.70% | 227,746 | 增持 |
| 14 | DFEM | DIMENSIONAL ETF TRUST | $17.0M | 2.59% | 427,262 | 减持 |
| 15 | EMB | ISHARES TR | $15.4M | 2.35% | 169,477 | 增持 |
| 16 | BNDX | VANGUARD CHARLOTTE FDS | $14.8M | 2.26% | 314,887 | 减持 |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $14.0M | 2.13% | 18,309 | 减持 |
| 18 | AVDV | AMERICAN CENTY ETF TR | $10.9M | 1.67% | 99,938 | 增持 |
| 19 | DFAC | DIMENSIONAL ETF TRUST | $10.9M | 1.66% | 244,469 | 减持 |
| 20 | VTV | VANGUARD INDEX FDS | $8.8M | 1.34% | 40,558 | 减持 |
| 21 | VTIP | VANGUARD MALVERN FDS | $8.1M | 1.25% | 165,473 | 减持 |
| 22 | VBIL | VANGUARD INSTL INDEX FD | $7.5M | 1.15% | 99,181 | 增持 |
| 23 | AVLV | AMERICAN CENTY ETF TR | $7.2M | 1.11% | 79,973 | 减持 |
| 24 | CAT | CATERPILLAR INC | $6.8M | 1.04% | 8,352 | 减持 |
| 25 | VNQ | VANGUARD INDEX FDS | $6.3M | 0.96% | 69,814 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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