Monograph Wealth Advisors, LLC 13F 持仓 · 2026年Q2

Monograph Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 143 只证券，申报市值合计 12.18 亿美元。前几大持仓：DFAC（25.74%）、DFAX（19.64%）、DFUV（4.62%）。本季前 25 大持仓中：新建仓 1 只、增持 16 只、减持 4 只。

排名	代码	公司	市值	占组合	股数	变动
1	DFAC	DFA US Core Equity 2 ETF	$313.4M	25.74%	7.1M	增持
2	DFAX	DFA World ex US Core Equity 2 ETF	$239.1M	19.64%	6.5M	增持
3	DFUV	DFA US Marketwide Value ETF	$56.2M	4.62%	1.0M	增持
4	DFAT	DFA US Targeted Value ETF	$52.9M	4.34%	756,908	增持
5	DCOR	DFA US Core Equity 1 ETF	$46.5M	3.82%	567,396	增持
6	IVV	iShares Core S&P 500	$42.0M	3.45%	56,037	增持
7	IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	$39.9M	3.28%	761,949	增持
8	DISV	DFA International Small Cap Value ETF	$39.3M	3.23%	979,700	增持
9	DFEM	DFA Emerging Markets Core Equity 2 ETF	$37.1M	3.04%	912,431	增持
10	AAPL	Apple	$29.4M	2.41%	101,437	减持
11	CWK	Cushman & Wakefield F	$27.2M	2.24%	2.0M	新建仓
12	DFAS	DFA US Small Cap ETF	$23.6M	1.94%	286,224	增持
13	VGSH	Vanguard Short Term Treasury ETF IV	$15.9M	1.31%	273,386	增持
14	DFAI	Dimensional International Core Equity Market ETF	$15.4M	1.27%	374,090	持平
15	VTI	Vanguard Total Market Index ETF	$15.3M	1.25%	41,215	增持
16	NVDA	Nvidia	$14.4M	1.19%	72,130	减持
17	DFIV	DFA Intl Value ETF	$13.0M	1.07%	241,227	持平
18	DFLV	DFA US Large Cap Value ETF	$12.6M	1.03%	318,423	增持
19	GOOGL	Alphabet Inc Cap STK	$10.4M	0.85%	29,097	减持
20	DFIP	DFA Inflation Protected Securities ETF	$9.8M	0.80%	237,163	增持
21	GOOG	Alphabet Inc Cap STK CL C	$8.5M	0.70%	24,088	增持
22	KMB	Kimberly-Clark	$7.5M	0.61%	67,135	持平
23	VBR	Vanguard Small-Cap Value ETF	$7.0M	0.58%	28,945	减持
24	META	Meta Platforms, Inc	$6.2M	0.51%	11,077	增持
25	DFIC	DFA Intl Core Equity 2 ETF	$6.1M	0.50%	162,743	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