JMG Financial Group, Ltd. 13F 持仓 · 2026年Q2
JMG Financial Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 137 只证券，申报市值合计 41.40 亿美元。前几大持仓：VOO（23.34%）、VO（10.99%）、VEA（10.76%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $966.3M | 23.34% | 1.4M | 增持 |
| 2 | VO | VANGUARD INDEX FDS | $454.9M | 10.99% | 5.6M | 增持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $445.6M | 10.76% | 6.3M | 减持 |
| 4 | SCHX | SCHWAB STRATEGIC TR | $245.3M | 5.93% | 8.3M | 增持 |
| 5 | DFSV | DIMENSIONAL ETF TRUST | $244.8M | 5.91% | 6.3M | 增持 |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $196.7M | 4.75% | 263,441 | 减持 |
| 7 | DFGR | DIMENSIONAL ETF TRUST | $194.4M | 4.70% | 6.7M | 增持 |
| 8 | DFIC | DIMENSIONAL ETF TRUST | $185.3M | 4.48% | 5.0M | 增持 |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $173.0M | 4.18% | 2.9M | 减持 |
| 10 | SCHF | SCHWAB STRATEGIC TR | $113.2M | 2.74% | 4.1M | 减持 |
| 11 | SCHM | SCHWAB STRATEGIC TR | $113.4M | 2.74% | 3.1M | 减持 |
| 12 | IWR | ISHARES TR | $100.8M | 2.43% | 913,629 | 减持 |
| 13 | DFEM | DIMENSIONAL ETF TRUST | $94.8M | 2.29% | 2.3M | 增持 |
| 14 | VBR | VANGUARD INDEX FDS | $92.3M | 2.23% | 379,798 | 减持 |
| 15 | VTI | VANGUARD INDEX FDS | $53.9M | 1.30% | 145,598 | 减持 |
| 16 | VV | VANGUARD INDEX FDS | $50.1M | 1.21% | 145,565 | 减持 |
| 17 | SCHE | SCHWAB STRATEGIC TR | $34.8M | 0.84% | 960,587 | 增持 |
| 18 | IVV | ISHARES TR | $29.9M | 0.72% | 39,892 | 减持 |
| 19 | VNQ | VANGUARD INDEX FDS | $24.6M | 0.59% | 254,989 | 减持 |
| 20 | VEU | VANGUARD INTL EQUITY INDEX F | $17.8M | 0.43% | 212,142 | 减持 |
| 21 | IWF | ISHARES TR | $17.4M | 0.42% | 139,940 | 增持 |
| 22 | IWP | ISHARES TR | $16.6M | 0.40% | 113,405 | 减持 |
| 23 | DFGX | DIMENSIONAL ETF TRUST | $15.5M | 0.37% | 288,905 | 增持 |
| 24 | IWB | ISHARES TR | $14.6M | 0.35% | 35,656 | 减持 |
| 25 | VUG | VANGUARD INDEX FDS | $13.7M | 0.33% | 158,934 | 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