Liberty Wealth Management LLC 13F 持仓 · 2026年Q2
Liberty Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 268 只证券，申报市值合计 8.00 亿美元。前几大持仓：DFAU（4.06%）、DFAC（3.92%）、IVW（3.76%）。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $32.5M | 4.06% | 719,165 | 持平 |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $31.4M | 3.92% | 806,981 | 持平 |
| 3 | IVW | ISHARES TR | $30.1M | 3.76% | 266,207 | 持平 |
| 4 | DYNF | BLACKROCK ETF TRUST | $28.9M | 3.61% | 496,452 | 持平 |
| 5 | DFCF | DIMENSIONAL CORE FIXED | $28.8M | 3.60% | 681,228 | 持平 |
| 6 | IVV | ISHARES CORE S&P 500 | $28.8M | 3.60% | 44,109 | 持平 |
| 7 | AAPL | APPLE INC | $28.4M | 3.54% | 111,781 | 持平 |
| 8 | IVE | ISHARES TR | $27.2M | 3.40% | 128,765 | 持平 |
| 9 | QUAL | ISHARES TR | $26.9M | 3.35% | 139,989 | 持平 |
| 10 | DUHP | DIMENSIONAL ETF TRUST | $25.8M | 3.22% | 701,173 | 持平 |
| 11 | DFGX | DIMENSIONAL | $20.3M | 2.54% | 387,348 | 持平 |
| 12 | IEMG | ISHARES CORE MSCI | $18.6M | 2.33% | 266,950 | 持平 |
| 13 | NVDA | NVIDIA CORPORATION | $17.7M | 2.22% | 101,654 | 持平 |
| 14 | IUSB | ISHARES CORE UNIVERSAL | $15.8M | 1.98% | 342,830 | 持平 |
| 15 | DFIC | DIMENSIONAL ETF TRUST | $15.6M | 1.95% | 439,135 | 持平 |
| 16 | DFSD | DIMENSIONAL ETF TRUST | $14.8M | 1.85% | 309,664 | 持平 |
| 17 | VTI | VANGUARD INDEX FDS | $14.8M | 1.85% | 46,256 | 持平 |
| 18 | DFAI | DIMENSIONAL ETF TRUST | $14.4M | 1.80% | 368,908 | 持平 |
| 19 | DFLV | DIMENSIONAL ETF TRUST | $13.7M | 1.71% | 382,353 | 持平 |
| 20 | EFV | ISHARES MSCI EAFE VALUE | $12.1M | 1.52% | 162,787 | 持平 |
| 21 | MTUM | ISHARES TR | $9.2M | 1.15% | 38,474 | 持平 |
| 22 | TLH | ISHARES 10-20 YEAR | $8.8M | 1.11% | 87,815 | 持平 |
| 23 | VEU | VANGUARD FTSE ALL-WORLD | $8.6M | 1.08% | 114,712 | 持平 |
| 24 | DFAT | DIMENSIONAL ETF TRUST | $8.4M | 1.05% | 134,174 | 持平 |
| 25 | THRO | BLACKROCK ETF TRUST | $8.3M | 1.04% | 228,895 | 持平 |
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