Hiley Hunt Wealth Management 13F 持仓 · 2026年Q3
Hiley Hunt Wealth Management 在 2026年Q3(报告期截至 2026-09-30)的 SEC 13F 申报中报告了 49 只证券,申报市值合计 2.57 亿美元。前几大持仓:VTV(15.72%)、DFCF(12.49%)、VUG(12.09%)。本季前 25 大持仓中:增持 14 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | $40.5M | 15.72% | 187,263 | 增持 |
| 2 | DFCF | DIMENSIONAL ETF TRUST | $32.2M | 12.49% | 801,411 | 增持 |
| 3 | VUG | VANGUARD INDEX FDS | $31.1M | 12.09% | 345,300 | 增持 |
| 4 | VCSH | VANGUARD SCOTTSDALE FDS | $22.5M | 8.76% | 291,906 | 增持 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $18.1M | 7.02% | 256,008 | 增持 |
| 6 | DFIC | DIMENSIONAL ETF TRUST | $18.0M | 7.01% | 479,777 | 增持 |
| 7 | DUSB | DIMENSIONAL ETF TRUST | $14.1M | 5.47% | 278,593 | 增持 |
| 8 | IJH | ISHARES TR | $11.8M | 4.60% | 164,451 | 增持 |
| 9 | DFEM | DIMENSIONAL ETF TRUST | $9.4M | 3.65% | 236,711 | 增持 |
| 10 | IJR | ISHARES TR | $9.3M | 3.63% | 68,621 | 增持 |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $9.3M | 3.63% | 157,449 | 增持 |
| 12 | DFAS | DIMENSIONAL ETF TRUST | $6.2M | 2.42% | 80,433 | 增持 |
| 13 | BND | VANGUARD BD INDEX FDS | $5.4M | 2.11% | 77,465 | 减持 |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.4M | 1.33% | 6,855 | 持平 |
| 15 | DFNM | DIMENSIONAL ETF TRUST | $2.4M | 0.93% | 52,074 | 增持 |
| 16 | DFAU | DIMENSIONAL ETF TRUST | $2.0M | 0.79% | 38,920 | 减持 |
| 17 | EFA | ISHARES TR | $2.0M | 0.79% | 19,629 | 减持 |
| 18 | AAPL | APPLE INC | $1.5M | 0.57% | 4,439 | 减持 |
| 19 | UNP | UNION PAC CORP | $1.5M | 0.57% | 5,378 | 减持 |
| 20 | MSFT | MICROSOFT CORP | $1.3M | 0.52% | 2,590 | 减持 |
| 21 | VOOG | VANGUARD ADMIRAL FDS INC | $1.3M | 0.51% | 15,396 | 减持 |
| 22 | VB | VANGUARD INDEX FDS | $1.3M | 0.50% | 4,508 | 减持 |
| 23 | VO | VANGUARD INDEX FDS | $1.2M | 0.48% | 15,774 | 增持 |
| 24 | UJAN | INNOVATOR ETFS TRUST | $1.1M | 0.44% | 24,384 | 持平 |
| 25 | SPYG | SPDR SERIES TRUST | $686,441 | 0.27% | 5,577 | 持平 |
来源:SEC 13F 申报文件 · 截至 2026-09-30
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