Financial Synergies Wealth Advisors, Inc. 13F 持仓 · 2026年Q2
Financial Synergies Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 116 只证券，申报市值合计 11.80 亿美元。前几大持仓：IVV（14.46%）、VUG（11.07%）、VO（10.43%）。本季前 25 大持仓中：增持 9 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $170.6M | 14.46% | 227,842 | 减持 |
| 2 | VUG | VANGUARD INDEX FDS | $130.6M | 11.07% | 1.5M | 增持 |
| 3 | VO | VANGUARD INDEX FDS | $123.1M | 10.43% | 1.5M | 增持 |
| 4 | VTV | VANGUARD INDEX FDS | $113.9M | 9.65% | 522,479 | 减持 |
| 5 | EFV | ISHARES TR | $67.2M | 5.69% | 877,262 | 减持 |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $62.0M | 5.25% | 869,861 | 减持 |
| 7 | EFG | ISHARES TR | $59.7M | 5.06% | 479,599 | 减持 |
| 8 | IEMG | ISHARES INC | $51.5M | 4.36% | 621,616 | 减持 |
| 9 | SCHG | SCHWAB STRATEGIC TR | $39.9M | 3.39% | 1.2M | 减持 |
| 10 | VONV | VANGUARD SCOTTSDALE FDS | $23.1M | 1.96% | 217,227 | 减持 |
| 11 | DFAS | DIMENSIONAL ETF TRUST | $22.9M | 1.95% | 278,687 | 减持 |
| 12 | AVUV | AMERICAN CENTY ETF TR | $22.6M | 1.91% | 180,780 | 减持 |
| 13 | VB | VANGUARD INDEX FDS | $22.5M | 1.91% | 74,319 | 减持 |
| 14 | MU | MICRON TECHNOLOGY INC | $19.8M | 1.68% | 17,130 | 增持 |
| 15 | DFUV | DIMENSIONAL ETF TRUST | $17.5M | 1.49% | 318,721 | 增持 |
| 16 | VBR | VANGUARD INDEX FDS | $14.3M | 1.21% | 58,878 | 减持 |
| 17 | AAPL | APPLE INC | $12.5M | 1.06% | 43,243 | 减持 |
| 18 | SNDK | SANDISK CORP | $11.0M | 0.93% | 4,829 | 增持 |
| 19 | FNDF | SCHWAB STRATEGIC TR | $10.0M | 0.84% | 188,870 | 减持 |
| 20 | CAT | CATERPILLAR INC | $9.6M | 0.81% | 9,012 | 增持 |
| 21 | FBND | FIDELITY MERRIMACK STR TR | $8.2M | 0.69% | 179,805 | 增持 |
| 22 | SCHX | SCHWAB STRATEGIC TR | $8.0M | 0.68% | 272,927 | 减持 |
| 23 | SCHM | SCHWAB STRATEGIC TR | $7.3M | 0.62% | 199,216 | 减持 |
| 24 | IVE | ISHARES TR | $7.0M | 0.59% | 30,845 | 增持 |
| 25 | WDC | WESTERN DIGITAL CORP | $7.0M | 0.59% | 10,893 | 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