Frankly Finances, LLC 13F 持仓 · 2026年Q2
Frankly Finances 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 90 只证券，申报市值合计 1.27 亿美元。前几大持仓：DFUV（11.66%）、BSV（11.08%）、BIV（10.24%）。本季前 25 大持仓中：增持 16 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFUV | DIMENSIONAL US | $14.8M | 11.66% | 268,240 | 持平 |
| 2 | BSV | VANGUARD SHORT-TERM BOND | $14.0M | 11.08% | 179,877 | 增持 |
| 3 | BIV | VANGUARD | $13.0M | 10.24% | 168,951 | 增持 |
| 4 | DFAS | DIMENSIONAL U.S. SMALL | $6.1M | 4.81% | 73,891 | 持平 |
| 5 | AVEM | AVANTIS EMERGING MARKETS | $5.9M | 4.66% | 61,125 | 增持 |
| 6 | AVGE | AVANTIS ALL EQUITY | $5.8M | 4.62% | 58,958 | 增持 |
| 7 | DFIV | DIMENSIONAL | $5.7M | 4.52% | 105,851 | 持平 |
| 8 | DFUS | DIMENSIONAL U.S. EQUITY | $5.5M | 4.37% | 67,435 | 持平 |
| 9 | DFAT | DIMENSIONAL U.S. | $5.0M | 3.95% | 71,580 | 持平 |
| 10 | AVIV | AVANTIS INTERNATIONAL | $4.2M | 3.29% | 53,780 | 增持 |
| 11 | VEA | VANGUARD FTSE DEVELOPED | $4.1M | 3.24% | 57,581 | 增持 |
| 12 | VTI | VANGUARD TOTAL STOCK | $4.0M | 3.14% | 10,747 | 增持 |
| 13 | AVLV | AVANTIS US LARGE CAP | $3.8M | 3.02% | 41,894 | 减持 |
| 14 | VNQ | VANGUARD REAL ESTATE | $2.7M | 2.17% | 28,518 | 增持 |
| 15 | AVDV | AVANTIS INTERNATIONAL | $2.6M | 2.08% | 25,558 | 减持 |
| 16 | VTES | VANGUARD SHORT-TERM | $2.4M | 1.87% | 23,301 | 增持 |
| 17 | AVUS | AVANTIS US EQUITY ETF | $2.2M | 1.72% | 16,964 | 增持 |
| 18 | VEU | VANGUARD FTSE ALL-WORLD | $2.0M | 1.55% | 23,448 | 增持 |
| 19 | VTEI | VANGUARD | $1.9M | 1.54% | 19,295 | 增持 |
| 20 | AVUV | AVANTIS US SMALL CAP | $1.9M | 1.50% | 15,214 | 增持 |
| 21 | AAUS | ALPHA ARCHITECT US | $1.9M | 1.48% | 31,331 | 持平 |
| 22 | DFIS | DIMENSIONAL | $1.9M | 1.47% | 53,162 | 增持 |
| 23 | AVSC | AVANTIS US SMALL CAP | $1.4M | 1.11% | 19,230 | 减持 |
| 24 | DFAX | DIMENSIONAL WORLD EX | $1.3M | 1.03% | 35,487 | 增持 |
| 25 | AVDE | AVANTIS INTERNATIONAL | $1.3M | 1.02% | 14,530 | 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