Fonville Wealth Management LLC 13F 持仓 · 2026年Q2
Fonville Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 147 只证券，申报市值合计 6.12 亿美元。前几大持仓：DFAU（7.09%）、AVUV（5.65%）、DFAI（4.87%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $43.4M | 7.09% | 840,001 | 减持 |
| 2 | AVUV | AMERICAN CENTY ETF TR | $34.6M | 5.65% | 277,486 | 增持 |
| 3 | DFAI | DIMENSIONAL ETF TRUST | $29.8M | 4.87% | 722,448 | 增持 |
| 4 | AVLV | AMERICAN CENTY ETF TR | $26.9M | 4.39% | 294,650 | 增持 |
| 5 | BND | VANGUARD BD INDEX FDS | $26.3M | 4.30% | 358,565 | 增持 |
| 6 | VUSB | VANGUARD BD INDEX FDS | $25.4M | 4.14% | 509,593 | 增持 |
| 7 | BIV | VANGUARD BD INDEX FDS | $25.0M | 4.08% | 325,750 | 增持 |
| 8 | AVEM | AMERICAN CENTY ETF TR | $24.4M | 3.99% | 253,280 | 增持 |
| 9 | VTI | VANGUARD INDEX FDS | $21.5M | 3.51% | 58,009 | 增持 |
| 10 | AVUS | AMERICAN CENTY ETF TR | $17.4M | 2.84% | 135,947 | 增持 |
| 11 | DFIV | DIMENSIONAL ETF TRUST | $16.4M | 2.68% | 303,321 | 增持 |
| 12 | SPTS | SPDR SERIES TRUST | $16.3M | 2.66% | 561,459 | 增持 |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | $15.5M | 2.52% | 216,924 | 减持 |
| 14 | VUG | VANGUARD INDEX FDS | $15.1M | 2.46% | 175,047 | 增持 |
| 15 | AVDV | AMERICAN CENTY ETF TR | $15.0M | 2.45% | 145,825 | 增持 |
| 16 | VB | VANGUARD INDEX FDS | $12.9M | 2.10% | 42,424 | 减持 |
| 17 | DFSD | DIMENSIONAL ETF TRUST | $11.6M | 1.89% | 242,300 | 增持 |
| 18 | ISTB | ISHARES TR | $10.9M | 1.79% | 226,567 | 增持 |
| 19 | QLTA | ISHARES TR | $10.6M | 1.73% | 222,960 | 增持 |
| 20 | VOO | VANGUARD INDEX FDS | $9.9M | 1.61% | 14,348 | 减持 |
| 21 | SCZ | ISHARES TR | $9.7M | 1.59% | 118,451 | 增持 |
| 22 | VO | VANGUARD INDEX FDS | $9.2M | 1.50% | 114,370 | 增持 |
| 23 | AAPL | APPLE INC | $8.5M | 1.38% | 29,247 | 减持 |
| 24 | AVIV | AMERICAN CENTY ETF TR | $8.5M | 1.38% | 109,222 | 增持 |
| 25 | VNQ | VANGUARD INDEX FDS | $8.3M | 1.36% | 86,280 | 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