Heritage Investment Group, Inc. 13F 持仓 · 2026年Q2
Heritage Investment Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 135 只证券，申报市值合计 7.44 亿美元。前几大持仓：DFAC（13.67%）、IVV（10.98%）、SUB（7.89%）。本季前 25 大持仓中：增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $101.8M | 13.67% | 2.3M | 增持 |
| 2 | IVV | ISHARES TR | $81.7M | 10.98% | 109,155 | 增持 |
| 3 | SUB | ISHARES TR | $58.7M | 7.89% | 551,509 | 增持 |
| 4 | REET | ISHARES TR | $48.3M | 6.49% | 1.7M | 增持 |
| 5 | DFUV | DIMENSIONAL ETF TRUST | $46.0M | 6.18% | 836,665 | 减持 |
| 6 | VTEB | VANGUARD MUN BD FDS | $43.9M | 5.89% | 867,367 | 减持 |
| 7 | DFUS | DIMENSIONAL ETF TRUST | $41.2M | 5.54% | 502,967 | 减持 |
| 8 | DFAS | DIMENSIONAL ETF TRUST | $35.7M | 4.79% | 433,167 | 减持 |
| 9 | DFAU | DIMENSIONAL ETF TRUST | $30.0M | 4.03% | 579,824 | 增持 |
| 10 | DFEM | DIMENSIONAL ETF TRUST | $23.2M | 3.12% | 571,797 | 增持 |
| 11 | IWB | ISHARES TR | $23.1M | 3.10% | 56,371 | 减持 |
| 12 | IJR | ISHARES TR | $21.6M | 2.90% | 145,479 | 增持 |
| 13 | DFIC | DIMENSIONAL ETF TRUST | $19.8M | 2.66% | 530,683 | 增持 |
| 14 | IDEV | ISHARES TR | $14.4M | 1.94% | 162,064 | 增持 |
| 15 | DCOR | DIMENSIONAL ETF TRUST | $13.3M | 1.79% | 162,743 | 减持 |
| 16 | VTWO | VANGUARD SCOTTSDALE FDS | $10.3M | 1.38% | 84,809 | 减持 |
| 17 | VT | VANGUARD INTL EQUITY INDEX F | $9.8M | 1.32% | 62,652 | 增持 |
| 18 | DFSD | DIMENSIONAL ETF TRUST | $9.4M | 1.26% | 196,249 | 增持 |
| 19 | DFCF | DIMENSIONAL ETF TRUST | $8.2M | 1.10% | 194,715 | 增持 |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $6.1M | 0.82% | 8,158 | 减持 |
| 21 | AAPL | APPLE INC | $5.6M | 0.75% | 19,397 | 增持 |
| 22 | VGT | VANGUARD WORLD FD | $3.5M | 0.47% | 29,528 | 增持 |
| 23 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $3.0M | 0.40% | 4 | 持平 |
| 24 | DFAE | DIMENSIONAL ETF TRUST | $2.7M | 0.36% | 66,771 | 减持 |
| 25 | LLY | ELI LILLY & CO | $2.7M | 0.36% | 2,239 | 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