JFG Wealth Management, LLC 13F 持仓 · 最近申报 2025年Q3
JFG Wealth Management 在 2025年Q3（报告期截至 2025-09-30）的 SEC 13F 申报中报告了 67 只证券，申报市值合计 5.11 亿美元。前几大持仓：VV（46.23%）、VEA（12.45%）、MINT（12.15%）。本季前 25 大持仓中：增持 12 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | $236.0M | 46.23% | 766,719 | 增持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $63.6M | 12.45% | 1.1M | 增持 |
| 3 | MINT | PIMCO ETF TR | $62.1M | 12.15% | 616,365 | 减持 |
| 4 | VWO | VANGUARD INTL EQUITY INDEX F | $31.9M | 6.24% | 588,161 | 增持 |
| 5 | SCHC | SCHWAB STRATEGIC TR | $17.2M | 3.37% | 378,624 | 减持 |
| 6 | VB | VANGUARD INDEX FDS | $13.4M | 2.63% | 52,765 | 减持 |
| 7 | NVDA | NVIDIA CORPORATION | $8.7M | 1.71% | 46,665 | 增持 |
| 8 | SPY | SPDR S&P 500 ETF TR | $7.5M | 1.47% | 11,297 | 增持 |
| 9 | VNQ | VANGUARD INDEX FDS | $5.6M | 1.09% | 60,709 | 增持 |
| 10 | VTI | VANGUARD INDEX FDS | $5.1M | 1.01% | 15,668 | 减持 |
| 11 | PDBC | INVESCO ACTVELY MNGD ETC FD | $4.1M | 0.81% | 307,945 | 减持 |
| 12 | SCHX | SCHWAB STRATEGIC TR | $4.0M | 0.78% | 151,058 | 持平 |
| 13 | SCHF | SCHWAB STRATEGIC TR | $3.5M | 0.68% | 149,815 | 减持 |
| 14 | QQQ | INVESCO QQQ TR | $2.8M | 0.55% | 4,684 | 增持 |
| 15 | EEMS | ISHARES INC | $2.8M | 0.54% | 40,944 | 持平 |
| 16 | IWB | ISHARES TR | $2.7M | 0.52% | 7,303 | 增持 |
| 17 | IWD | ISHARES TR | $2.5M | 0.49% | 12,218 | 增持 |
| 18 | IVV | ISHARES TR | $2.1M | 0.40% | 3,076 | 持平 |
| 19 | AAPL | APPLE INC | $2.0M | 0.39% | 7,746 | 增持 |
| 20 | BNDX | VANGUARD CHARLOTTE FDS | $1.8M | 0.35% | 35,878 | 增持 |
| 21 | SCHO | SCHWAB STRATEGIC TR | $1.8M | 0.34% | 72,048 | 增持 |
| 22 | SCHG | SCHWAB STRATEGIC TR | $1.6M | 0.32% | 51,584 | 减持 |
| 23 | VSS | VANGUARD INTL EQUITY INDEX F | $1.6M | 0.32% | 11,293 | 减持 |
| 24 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.5M | 0.30% | 2 | 持平 |
| 25 | EWX | SPDR INDEX SHS FDS | $1.4M | 0.28% | 21,226 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-09-30
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