Fort Vancouver Investment Management, LLC 13F 持仓 · 2026年Q2
Fort Vancouver Investment Management 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 62 只证券,申报市值合计 2.14 亿美元。前几大持仓:DFLV(14.32%)、VOO(12.12%)、AVUV(10.76%)。本季前 25 大持仓中:新建仓 1 只、增持 9 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFLV | DIMENSIONAL ETF TRUST | $30.7M | 14.32% | 775,331 | 减持 |
| 2 | VOO | VANGUARD INDEX FDS | $26.0M | 12.12% | 37,795 | 减持 |
| 3 | AVUV | AMERICAN CENTY ETF TR | $23.0M | 10.76% | 184,679 | 减持 |
| 4 | DFIC | DIMENSIONAL ETF TRUST | $15.3M | 7.16% | 411,589 | 减持 |
| 5 | AVEM | AMERICAN CENTY ETF TR | $14.5M | 6.75% | 149,838 | 减持 |
| 6 | SCHF | SCHWAB STRATEGIC TR | $13.8M | 6.47% | 499,990 | 减持 |
| 7 | VXF | VANGUARD INDEX FDS | $13.8M | 6.46% | 56,215 | 减持 |
| 8 | DFGP | DIMENSIONAL ETF TRUST | $10.0M | 4.67% | 183,660 | 增持 |
| 9 | AVSF | AMERICAN CENTY ETF TR | $9.7M | 4.54% | 208,610 | 增持 |
| 10 | SCHC | SCHWAB STRATEGIC TR | $8.9M | 4.18% | 185,849 | 减持 |
| 11 | VCSH | VANGUARD SCOTTSDALE FDS | $8.5M | 3.95% | 106,961 | 增持 |
| 12 | AVDV | AMERICAN CENTY ETF TR | $8.4M | 3.94% | 81,859 | 减持 |
| 13 | VTIP | VANGUARD MALVERN FDS | $6.4M | 2.99% | 127,650 | 增持 |
| 14 | BNDX | VANGUARD CHARLOTTE FDS | $5.9M | 2.75% | 121,748 | 增持 |
| 15 | SCHX | SCHWAB STRATEGIC TR | $4.2M | 1.98% | 144,354 | 减持 |
| 16 | VUG | VANGUARD INDEX FDS | $3.8M | 1.76% | 43,830 | 增持 |
| 17 | AVLV | AMERICAN CENTY ETF TR | $1.8M | 0.82% | 19,317 | 减持 |
| 18 | AVLC | AMERICAN CENTY ETF TR | $1.7M | 0.79% | 18,755 | 新建仓 |
| 19 | SCHE | SCHWAB STRATEGIC TR | $1.2M | 0.54% | 31,802 | 增持 |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | $969,642 | 0.45% | 13,609 | 减持 |
| 21 | DFAE | DIMENSIONAL ETF TRUST | $794,188 | 0.37% | 19,751 | 增持 |
| 22 | DFSV | DIMENSIONAL ETF TRUST | $719,710 | 0.34% | 18,554 | 持平 |
| 23 | VO | VANGUARD INDEX FDS | $690,083 | 0.32% | 8,565 | 增持 |
| 24 | AVDE | AMERICAN CENTY ETF TR | $434,850 | 0.20% | 4,875 | 减持 |
| 25 | SCHM | SCHWAB STRATEGIC TR | $401,404 | 0.19% | 10,887 | 减持 |
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