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 |
|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Market ETF | $57.0M | 21.94% | 154,081 | 减持 |
| 2 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $24.7M | 9.49% | 104,202 | 减持 |
| 3 | VXUS | VANGUARD TOTAL INTL STOCK INDEX FUND ETF | $23.2M | 8.92% | 271,144 | 减持 |
| 4 | BE | Bloom Energy Corporation Com C L A | $20.6M | 7.92% | 68,000 | 减持 |
| 5 | VBR | VANGUARD SMALL CAP VALUE ETF | $17.8M | 6.87% | 73,425 | 减持 |
| 6 | VMBS | VANGUARD MORTGAGE-BACK SEC ETF | $16.2M | 6.25% | 346,727 | 增持 |
| 7 | VSS | Vanguard FTSE All-World ex-US Sm-Cap Index Fund | $12.8M | 4.93% | 82,953 | 增持 |
| 8 | VOO | Vanguard S&P 500 ETF | $11.4M | 4.40% | 16,643 | 减持 |
| 9 | VCIT | VANGUARD INT-TERM CORP ETF | $9.9M | 3.81% | 119,883 | 增持 |
| 10 | VTIP | VANGUARD STRM INFPROIDX ETF | $8.2M | 3.16% | 163,287 | 增持 |
| 11 | VTV | VANGUARD VALUE ETF | $7.8M | 2.99% | 35,630 | 减持 |
| 12 | VUG | VANGUARD GROWTH ETF | $6.1M | 2.35% | 70,948 | 增持 |
| 13 | VWO | VANGUARD FTSE EMR MKT ETF | $3.9M | 1.51% | 65,553 | 减持 |
| 14 | AAUA | ALPHA ARCHITECT US EQUTY 3 ETF | $3.6M | 1.38% | 63,129 | 持平 |
| 15 | DFIV | DIMENSIONAL ETF INTERNATIONAL VALUE | $3.5M | 1.34% | 64,540 | 减持 |
| 16 | VXF | VANGUARD EXTEND MKT ETF | $3.5M | 1.33% | 14,089 | 减持 |
| 17 | DFUV | DIMENSIONAL ETF TR US MARKETWI DE VALUE ETF | $3.0M | 1.16% | 54,645 | 减持 |
| 18 | VEA | VANGUARD FTSE DEV MKT ETF | $2.8M | 1.08% | 39,454 | 增持 |
| 19 | VEU | VANGUARD ALLWRLD EX US ETF | $2.4M | 0.91% | 28,128 | 减持 |
| 20 | VNQ | Vanguard Real Estate ETF | $2.2M | 0.84% | 22,729 | 增持 |
| 21 | AVGO | Broadcom Inc | $2.1M | 0.81% | 5,600 | 新建仓 |
| 22 | DUSB | DIMENSNL ULTRASHRT FIXED INCM ETF | $1.4M | 0.56% | 28,419 | 增持 |
| 23 | BRKB | Berkshire Hathaway | $1.4M | 0.53% | 2,768 | 减持 |
| 24 | VSGX | Vanguard EST International Stock ETF | $1.4M | 0.53% | 16,779 | 增持 |
| 25 | ESGV | Vanguard ESG US Stock ETF | $1.3M | 0.49% | 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