North Berkeley Wealth Management, LLC 13F 持仓 · 2026年Q2
North Berkeley Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 77 只证券，申报市值合计 2.47 亿美元。前几大持仓：AGG（6.53%）、DFAR（6.27%）、NUSC（6.20%）。本季前 25 大持仓中：增持 18 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | $16.2M | 6.53% | 163,252 | 增持 |
| 2 | DFAR | DIMENSIONAL ETF TRUST | $15.5M | 6.27% | 592,931 | 增持 |
| 3 | NUSC | NUSHARES ETF TR | $15.3M | 6.20% | 294,384 | 增持 |
| 4 | SSD | SIMPSON MFG INC | $15.2M | 6.13% | 72,440 | 减持 |
| 5 | IVV | ISHARES TR | $14.1M | 5.69% | 18,801 | 增持 |
| 6 | ACWI | ISHARES TR | $13.6M | 5.48% | 86,342 | 增持 |
| 7 | IVW | ISHARES TR | $13.1M | 5.30% | 95,414 | 增持 |
| 8 | IEMG | ISHARES INC | $11.6M | 4.70% | 140,401 | 减持 |
| 9 | IJR | ISHARES TR | $10.7M | 4.33% | 72,178 | 增持 |
| 10 | CVIE | MORGAN STANLEY ETF TRUST | $9.9M | 3.99% | 116,086 | 增持 |
| 11 | CVLC | MORGAN STANLEY ETF TRUST | $9.7M | 3.91% | 102,411 | 增持 |
| 12 | VCEB | VANGUARD WORLD FD | $9.0M | 3.63% | 143,033 | 增持 |
| 13 | AAPL | APPLE INC | $8.5M | 3.44% | 29,446 | 增持 |
| 14 | IJH | ISHARES TR | $8.5M | 3.42% | 109,587 | 增持 |
| 15 | IEFA | ISHARES TR | $7.4M | 3.00% | 76,889 | 增持 |
| 16 | BASG | ADVISORS INNER CIRCLE FD III | $5.6M | 2.26% | 210,283 | 增持 |
| 17 | VGSR | MANAGER DIRECTED PORTFOLIOS | $5.2M | 2.10% | 456,331 | 减持 |
| 18 | ESGE | ISHARES INC | $4.3M | 1.72% | 77,840 | 增持 |
| 19 | CVMC | MORGAN STANLEY ETF TRUST | $4.0M | 1.63% | 52,819 | 增持 |
| 20 | AMAT | APPLIED MATLS INC | $3.8M | 1.53% | 5,243 | 持平 |
| 21 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.9M | 1.17% | 5,783 | 减持 |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | $2.4M | 0.95% | 3,158 | 增持 |
| 23 | NXTE | INVESTMENT MANAGERS SER TR I | $2.3M | 0.94% | 42,913 | 减持 |
| 24 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.2M | 0.91% | 3 | 持平 |
| 25 | NVDA | NVIDIA CORPORATION | $1.9M | 0.78% | 9,648 | 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