Dowling & Yahnke LLC 13F 持仓 · 最近申报 2022年Q3
Dowling & Yahnke 在 2022年Q3（报告期截至 2022-09-30）的 SEC 13F 申报中报告了 373 只证券，申报市值合计 21.48 亿美元。前几大持仓：BSV（5.00%）、VTEB（3.87%）、AAPL（3.30%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BSV | VANGUARD BD INDEX FDS | $107.5M | 5.00% | 1.4M | 增持 |
| 2 | VTEB | VANGUARD MUN BD FDS | $83.0M | 3.87% | 1.7M | 减持 |
| 3 | AAPL | APPLE INC | $70.9M | 3.30% | 512,794 | 增持 |
| 4 | RS | RELIANCE STEEL & ALUMINUM CO | $65.9M | 3.07% | 377,998 | 减持 |
| 5 | BND | VANGUARD BD INDEX FDS | $57.6M | 2.68% | 807,262 | 增持 |
| 6 | VXUS | VANGUARD STAR FDS | $55.0M | 2.56% | 1.2M | 增持 |
| 7 | DFAT | DIMENSIONAL ETF TRUST | $51.5M | 2.40% | 1.3M | 增持 |
| 8 | DFAC | DIMENSIONAL ETF TRUST | $50.3M | 2.34% | 2.3M | 增持 |
| 9 | VOO | VANGUARD INDEX FDS | $48.5M | 2.26% | 147,697 | 增持 |
| 10 | DFUS | DIMENSIONAL ETF TRUST | $48.4M | 2.25% | 1.2M | 增持 |
| 11 | VCSH | VANGUARD SCOTTSDALE FDS | $46.7M | 2.17% | 628,054 | 增持 |
| 12 | KO | COCA COLA CO | $44.0M | 2.05% | 784,711 | 减持 |
| 13 | MSFT | MICROSOFT CORP | $40.1M | 1.87% | 172,387 | 增持 |
| 14 | DFUV | DIMENSIONAL ETF TRUST | $35.7M | 1.66% | 1.2M | 增持 |
| 15 | JMST | J P MORGAN EXCHANGE TRADED F | $35.6M | 1.66% | 707,864 | 增持 |
| 16 | VWOB | VANGUARD WHITEHALL FDS | $35.3M | 1.64% | 614,087 | 增持 |
| 17 | DFAI | DIMENSIONAL ETF TRUST | $32.8M | 1.53% | 1.5M | 增持 |
| 18 | AMZN | AMAZON COM INC | $29.2M | 1.36% | 258,517 | 增持 |
| 19 | VTIP | VANGUARD MALVERN FDS | $24.5M | 1.14% | 509,905 | 增持 |
| 20 | VEU | VANGUARD INTL EQUITY INDEX F | $21.6M | 1.01% | 487,747 | 减持 |
| 21 | UNH | UNITEDHEALTH GROUP INC | $21.6M | 1.00% | 42,702 | 减持 |
| 22 | DFIV | DIMENSIONAL ETF TRUST | $20.9M | 0.97% | 811,807 | 减持 |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $20.4M | 0.95% | 76,324 | 增持 |
| 24 | DFAS | DIMENSIONAL ETF TRUST | $19.4M | 0.90% | 417,338 | 减持 |
| 25 | COST | COSTCO WHSL CORP NEW | $19.2M | 0.89% | 40,628 | 减持 |
来源：SEC 13F 申报文件 · 截至 2022-09-30
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