Mendota Financial Group, LLC 13F 持仓 · 2026年Q3
Mendota Financial Group 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 32 只证券，申报市值合计 1.61 亿美元。前几大持仓：DFUS（14.08%）、DFAI（9.40%）、DFAS（8.31%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | $22.7M | 14.08% | 273,353 | 减持 |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $15.2M | 9.40% | 365,999 | 减持 |
| 3 | DFAS | DIMENSIONAL ETF TRUST | $13.4M | 8.31% | 173,058 | 减持 |
| 4 | AVLC | AMERICAN CENTY ETF TR | $12.3M | 7.60% | 135,835 | 增持 |
| 5 | IGIB | ISHARES TR | $11.9M | 7.39% | 236,711 | 增持 |
| 6 | IVV | ISHARES TR | $10.0M | 6.23% | 13,109 | 减持 |
| 7 | VMBS | VANGUARD SCOTTSDALE FDS | $9.8M | 6.07% | 220,376 | 增持 |
| 8 | VCRB | VANGUARD MALVERN FDS | $9.4M | 5.82% | 127,367 | 增持 |
| 9 | IGSB | ISHARES TR | $7.6M | 4.69% | 147,531 | 增持 |
| 10 | AVMC | AMERICAN CENTY ETF TR | $6.3M | 3.89% | 82,318 | 减持 |
| 11 | CGIE | CAPITAL GROUP INTERNATIONAL | $6.1M | 3.78% | 165,837 | 减持 |
| 12 | AVSC | AMERICAN CENTY ETF TR | $5.2M | 3.20% | 74,670 | 增持 |
| 13 | AVDE | AMERICAN CENTY ETF TR | $5.1M | 3.18% | 56,824 | 增持 |
| 14 | AVLV | AMERICAN CENTY ETF TR | $4.8M | 2.98% | 53,106 | 增持 |
| 15 | RSP | INVESCO EXCHANGE TRADED FD T | $4.7M | 2.92% | 22,616 | 减持 |
| 16 | SCHR | SCHWAB STRATEGIC TR | $3.8M | 2.34% | 159,275 | 增持 |
| 17 | STIP | ISHARES TR | $2.4M | 1.51% | 24,492 | 增持 |
| 18 | IBDT | ISHARES TR | $1.4M | 0.89% | 57,273 | 增持 |
| 19 | IBDU | ISHARES TR | $1.4M | 0.88% | 62,383 | 增持 |
| 20 | PHYL | PGIM ETF TR | $1.2M | 0.77% | 37,235 | 增持 |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.1M | 0.67% | 2,159 | 减持 |
| 22 | JPST | J P MORGAN EXCHANGE TRADED F | $937,853 | 0.58% | 18,619 | 增持 |
| 23 | SCHO | SCHWAB STRATEGIC TR | $909,392 | 0.56% | 38,114 | 减持 |
| 24 | IBTI | ISHARES TR | $690,004 | 0.43% | 31,493 | 增持 |
| 25 | IBTJ | ISHARES TR | $681,548 | 0.42% | 32,111 | 增持 |
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