Mustard Seed Financial, LLC 13F 持仓 · 2026年Q2
Mustard Seed Financial 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 97 只证券,申报市值合计 1.92 亿美元。前几大持仓:BSV(8.72%)、VCSH(7.98%)、VUG(6.84%)。本季前 25 大持仓中:增持 21 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BSV | VANGUARD BD INDEX FDS | $16.8M | 8.72% | 215,391 | 增持 |
| 2 | VCSH | VANGUARD SCOTTSDALE FDS | $15.4M | 7.98% | 194,272 | 增持 |
| 3 | VUG | VANGUARD INDEX FDS | $13.2M | 6.84% | 152,815 | 增持 |
| 4 | BIV | VANGUARD BD INDEX FDS | $12.0M | 6.22% | 156,050 | 增持 |
| 5 | DFLV | DIMENSIONAL ETF TRUST | $10.3M | 5.33% | 259,655 | 增持 |
| 6 | VTEB | VANGUARD MUN BD FDS | $8.4M | 4.39% | 166,976 | 增持 |
| 7 | VTV | VANGUARD INDEX FDS | $8.3M | 4.32% | 38,109 | 增持 |
| 8 | DFAI | DIMENSIONAL ETF TRUST | $7.8M | 4.06% | 189,441 | 增持 |
| 9 | VXUS | VANGUARD STAR FDS | $6.8M | 3.51% | 79,024 | 减持 |
| 10 | WMT | WALMART INC | $5.5M | 2.87% | 48,792 | 增持 |
| 11 | VOE | VANGUARD INDEX FDS | $5.1M | 2.65% | 25,798 | 增持 |
| 12 | VUSB | VANGUARD BD INDEX FDS | $4.7M | 2.42% | 93,526 | 增持 |
| 13 | DFSD | DIMENSIONAL ETF TRUST | $4.6M | 2.37% | 95,457 | 增持 |
| 14 | NVDA | NVIDIA CORPORATION | $4.5M | 2.36% | 22,668 | 增持 |
| 15 | DFAE | DIMENSIONAL ETF TRUST | $4.1M | 2.12% | 101,636 | 增持 |
| 16 | VOT | VANGUARD INDEX FDS | $3.8M | 1.96% | 12,319 | 增持 |
| 17 | VBK | VANGUARD INDEX FDS | $3.3M | 1.69% | 8,909 | 增持 |
| 18 | DFSV | DIMENSIONAL ETF TRUST | $2.6M | 1.34% | 66,428 | 增持 |
| 19 | VBR | VANGUARD INDEX FDS | $2.5M | 1.30% | 10,321 | 增持 |
| 20 | XOM | EXXON MOBIL CORP | $2.4M | 1.23% | 17,268 | 减持 |
| 21 | AAPL | APPLE INC | $2.2M | 1.14% | 7,586 | 减持 |
| 22 | VV | VANGUARD INDEX FDS | $2.1M | 1.10% | 6,155 | 减持 |
| 23 | VB | VANGUARD INDEX FDS | $1.8M | 0.92% | 5,833 | 增持 |
| 24 | PG | PROCTER & GAMBLE CO | $1.6M | 0.85% | 11,122 | 增持 |
| 25 | LLY | ELI LILLY & CO | $1.6M | 0.82% | 1,308 | 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