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Grey Fox Wealth Advisors, LLC 13F 持仓 · 2026年Q2

Grey Fox Wealth Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 178 只证券,申报市值合计 6.37 亿美元。前几大持仓:VTV(12.45%)、VUG(10.00%)、VEA(9.19%)。本季前 25 大持仓中:新建仓 1 只、增持 24 只。

排名代码公司市值占组合股数变动
1VTVVanguard Value ETF$79.3M12.45%364,086增持
2VUGVanguard Growth Index ETF$63.7M10.00%739,754增持
3VEAVanguard FTSE Developed Markets ETF$58.6M9.19%822,286增持
4AGGiShares Core US Aggregate Bond ETF$33.2M5.21%335,347增持
5BIVVanguard Intermediate Term Bond ETF$32.0M5.02%417,009增持
6VBRVanguard Small Cap Value ETF$31.7M4.97%130,298增持
7VOVanguard Mid Cap ETF IV$28.7M4.51%356,445增持
8SLYGSPDR S&P 600 Small Cap Growth ETF$21.4M3.36%179,787增持
9VCSHVanguard Short Term Cor BD ETF IV$17.8M2.79%224,926增持
10SPEMSPDR Index Shares Emerg Markt ETF IV$15.0M2.35%289,275增持
11VNQVanguard Real Estate ETF$12.8M2.00%132,329增持
12USHYiShares Broad Usd HG YLD CRP BND ETF$10.5M1.65%283,961增持
13AMAntero Midstream Corp$10.4M1.63%457,767增持
14AAPLApple Inc$9.3M1.46%32,185增持
15NVDANvidia Corp$7.7M1.21%38,617增持
16ARAntero Resources Cor$7.6M1.19%216,509新建仓
17JMYAXJPMORGAN SMARTRETIREMENT BLEND 2045 R6$6.6M1.03%153,903增持
18EFAiShares MSCI EAFE ETF$6.1M0.96%58,803增持
19SCHVSchwab US Large Cap Value ETF$6.0M0.94%172,268增持
20VIGAXVanguard Growth Index Fund-Admiral Class$6.0M0.94%22,407增持
21VONGVanguard Russell 1000 Growth ETF$6.0M0.93%46,575增持
22IJHiShares Core S&P Mid Cap ETF$5.5M0.86%70,774增持
23SCHPSchwab US TIPS ETF$5.5M0.86%207,460增持
24BNDXVanguard Total International Bond Et$5.3M0.83%109,879增持
25JOBYXJPMORGAN SMARTRETIREMENT BLEND 2040 R6$4.4M0.70%111,852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