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Family CFO Inc 13F 持仓 · 2026年Q2

Family CFO 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 47 只证券,申报市值合计 2.60 亿美元。前几大持仓:VTI(21.94%)、VIG(9.49%)、VXUS(8.92%)。本季前 25 大持仓中:新建仓 1 只、增持 10 只、减持 13 只。

排名代码公司市值占组合股数变动
1VTIVanguard Total Stock Market ETF$57.0M21.94%154,081减持
2VIGVANGUARD DIVIDEND APPRECIATION ETF$24.7M9.49%104,202减持
3VXUSVANGUARD TOTAL INTL STOCK INDEX FUND ETF$23.2M8.92%271,144减持
4BEBloom Energy Corporation Com C L A$20.6M7.92%68,000减持
5VBRVANGUARD SMALL CAP VALUE ETF$17.8M6.87%73,425减持
6VMBSVANGUARD MORTGAGE-BACK SEC ETF$16.2M6.25%346,727增持
7VSSVanguard FTSE All-World ex-US Sm-Cap Index Fund$12.8M4.93%82,953增持
8VOOVanguard S&P 500 ETF$11.4M4.40%16,643减持
9VCITVANGUARD INT-TERM CORP ETF$9.9M3.81%119,883增持
10VTIPVANGUARD STRM INFPROIDX ETF$8.2M3.16%163,287增持
11VTVVANGUARD VALUE ETF$7.8M2.99%35,630减持
12VUGVANGUARD GROWTH ETF$6.1M2.35%70,948增持
13VWOVANGUARD FTSE EMR MKT ETF$3.9M1.51%65,553减持
14AAUAALPHA ARCHITECT US EQUTY 3 ETF$3.6M1.38%63,129持平
15DFIVDIMENSIONAL ETF INTERNATIONAL VALUE$3.5M1.34%64,540减持
16VXFVANGUARD EXTEND MKT ETF$3.5M1.33%14,089减持
17DFUVDIMENSIONAL ETF TR US MARKETWI DE VALUE ETF$3.0M1.16%54,645减持
18VEAVANGUARD FTSE DEV MKT ETF$2.8M1.08%39,454增持
19VEUVANGUARD ALLWRLD EX US ETF$2.4M0.91%28,128减持
20VNQVanguard Real Estate ETF$2.2M0.84%22,729增持
21AVGOBroadcom Inc$2.1M0.81%5,600新建仓
22DUSBDIMENSNL ULTRASHRT FIXED INCM ETF$1.4M0.56%28,419增持
23BRKBBerkshire Hathaway$1.4M0.53%2,768减持
24VSGXVanguard EST International Stock ETF$1.4M0.53%16,779增持
25ESGVVanguard ESG US Stock ETF$1.3M0.49%9,678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