Francis Financial, Inc. 13F 持仓 · 2026年Q2
Francis Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 131 只证券，申报市值合计 6.10 亿美元。前几大持仓：VOO（13.84%）、FLXR（8.17%）、BIV（7.88%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $84.5M | 13.84% | 122,978 | 减持 |
| 2 | FLXR | TCW ETF TRUST | $49.8M | 8.17% | 1.3M | 增持 |
| 3 | BIV | VANGUARD BD INDEX FDS | $48.1M | 7.88% | 626,906 | 增持 |
| 4 | DFSI | DIMENSIONAL ETF TRUST | $34.6M | 5.67% | 767,312 | 增持 |
| 5 | JIRE | J P MORGAN EXCHANGE TRADED F | $32.7M | 5.35% | 396,161 | 增持 |
| 6 | VUG | VANGUARD INDEX FDS | $30.8M | 5.05% | 358,024 | 增持 |
| 7 | NBSD | NEUBERGER BERMAN ETF TRUST | $24.9M | 4.08% | 493,314 | 增持 |
| 8 | IVOO | VANGUARD ADMIRAL FDS INC | $23.7M | 3.89% | 182,027 | 增持 |
| 9 | META | META PLATFORMS INC | $19.4M | 3.18% | 33,904 | 减持 |
| 10 | SPYV | SPDR SERIES TRUST | $18.7M | 3.07% | 308,267 | 增持 |
| 11 | IJR | ISHARES TR | $18.2M | 2.98% | 122,631 | 减持 |
| 12 | MUNY | VANGUARD NY TAX FREE FDS | $17.7M | 2.90% | 170,398 | 增持 |
| 13 | DSI | ISHARES TR | $12.9M | 2.11% | 90,492 | 减持 |
| 14 | VYM | VANGUARD WHITEHALL FDS | $12.3M | 2.01% | 77,743 | 减持 |
| 15 | BGRN | ISHARES TR | $12.1M | 1.98% | 254,794 | 增持 |
| 16 | SUSB | ISHARES TR | $10.3M | 1.68% | 410,670 | 增持 |
| 17 | VO | VANGUARD INDEX FDS | $8.2M | 1.34% | 101,619 | 增持 |
| 18 | NULG | NUSHARES ETF TR | $7.8M | 1.28% | 66,909 | 减持 |
| 19 | FSMB | FIRST TR EXCH TRADED FD III | $7.2M | 1.17% | 357,852 | 增持 |
| 20 | NVDA | NVIDIA CORPORATION | $7.1M | 1.17% | 35,686 | 增持 |
| 21 | AAPL | APPLE INC | $7.0M | 1.15% | 24,265 | 增持 |
| 22 | GLW | CORNING INC | $6.0M | 0.99% | 23,616 | 减持 |
| 23 | VCEB | VANGUARD WORLD FD | $5.6M | 0.91% | 88,722 | 增持 |
| 24 | VONE | VANGUARD SCOTTSDALE FDS | $5.5M | 0.90% | 16,268 | 增持 |
| 25 | DFSE | DIMENSIONAL ETF TRUST | $5.3M | 0.87% | 109,210 | 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