Financial Architects, LLC 13F 持仓 · 2026年Q2
Financial Architects 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 24 只证券，申报市值合计 2.09 亿美元。前几大持仓：SCHP（19.92%）、VTI（13.69%）、BND（9.70%）。本季前 25 大持仓中：增持 12 只、减持 9 只、清仓 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHP | SCHWAB STRATEGIC TR | $41.5M | 19.92% | 1.6M | 增持 |
| 2 | VTI | VANGUARD INDEX FDS | $28.6M | 13.69% | 77,158 | 减持 |
| 3 | BND | VANGUARD BD INDEX FDS | $20.2M | 9.70% | 275,663 | 增持 |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | $16.6M | 7.95% | 342,491 | 增持 |
| 5 | GSSC | GOLDMAN SACHS ETF TR | $16.2M | 7.77% | 177,580 | 增持 |
| 6 | DFSV | DIMENSIONAL ETF TRUST | $12.4M | 5.96% | 320,155 | 增持 |
| 7 | VGIT | VANGUARD SCOTTSDALE FDS | $11.8M | 5.65% | 199,845 | 增持 |
| 8 | MTUM | ISHARES TR | $11.5M | 5.53% | 33,655 | 减持 |
| 9 | DFEV | DIMENSIONAL ETF TRUST | $11.3M | 5.40% | 264,150 | 减持 |
| 10 | DISV | DIMENSIONAL ETF TRUST | $9.9M | 4.76% | 247,315 | 增持 |
| 11 | EUSA | ISHARES INC | $9.4M | 4.51% | 82,322 | 增持 |
| 12 | VXUS | VANGUARD STAR FDS | $6.1M | 2.93% | 71,385 | 增持 |
| 13 | ITOT | ISHARES TR | $3.0M | 1.45% | 18,355 | 持平 |
| 14 | VTEB | VANGUARD MUN BD FDS | $2.0M | 0.96% | 39,715 | 增持 |
| 15 | IAGG | ISHARES TR | $1.7M | 0.83% | 34,210 | 持平 |
| 16 | FNDA | SCHWAB STRATEGIC TR | $1.5M | 0.70% | 38,395 | 减持 |
| 17 | AVUV | AMERICAN CENTY ETF TR | $1.4M | 0.67% | 11,280 | 减持 |
| 18 | SPMO | INVESCO EXCH TRADED FD TR II | $871,508 | 0.42% | 5,395 | 减持 |
| 19 | RSP | INVESCO EXCHANGE TRADED FD T | $726,610 | 0.35% | 3,415 | 增持 |
| 20 | HD | HOME DEPOT INC | $373,841 | 0.18% | 1,060 | 减持 |
| 21 | AAPL | APPLE INC | $351,572 | 0.17% | 1,215 | 减持 |
| 22 | AVDV | AMERICAN CENTY ETF TR | $364,797 | 0.17% | 3,540 | 增持 |
| 23 | IXUS | ISHARES TR | $359,809 | 0.17% | 3,770 | 减持 |
| 24 | AVES | AMERICAN CENTY ETF TR | $308,976 | 0.15% | 4,710 | 持平 |
| 25 | AGG | ISHARES TR | $0 | 0.00% | 0 | 清仓 |
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