Oakwell Private Wealth Management, LLC 13F 持仓 · 2026年Q2
Oakwell Private Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 83 只证券，申报市值合计 6.03 亿美元。前几大持仓：VTI（33.77%）、VEA（12.55%）、DFEM（6.99%）。本季前 25 大持仓中：增持 10 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $203.7M | 33.77% | 550,435 | 减持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $75.7M | 12.55% | 1.1M | 减持 |
| 3 | DFEM | DIMENSIONAL ETF TRUST | $42.1M | 6.99% | 1.0M | 减持 |
| 4 | IJR | ISHARES TR | $33.1M | 5.48% | 223,030 | 减持 |
| 5 | AVUV | AMERICAN CENTY ETF TR | $29.8M | 4.94% | 238,894 | 减持 |
| 6 | ITOT | ISHARES TR | $18.7M | 3.11% | 114,053 | 减持 |
| 7 | AVDV | AMERICAN CENTY ETF TR | $18.0M | 2.98% | 174,577 | 减持 |
| 8 | DFGX | DIMENSIONAL ETF TRUST | $16.6M | 2.76% | 310,477 | 增持 |
| 9 | NVDA | NVIDIA CORPORATION | $12.0M | 2.00% | 60,213 | 增持 |
| 10 | SCHR | SCHWAB STRATEGIC TR | $10.9M | 1.81% | 441,905 | 增持 |
| 11 | VCSH | VANGUARD SCOTTSDALE FDS | $9.7M | 1.60% | 122,244 | 增持 |
| 12 | SCHX | SCHWAB STRATEGIC TR | $9.6M | 1.59% | 326,201 | 减持 |
| 13 | JMUB | J P MORGAN EXCHANGE TRADED F | $9.5M | 1.58% | 187,820 | 增持 |
| 14 | SCHO | SCHWAB STRATEGIC TR | $9.5M | 1.58% | 394,744 | 增持 |
| 15 | VCIT | VANGUARD SCOTTSDALE FDS | $8.6M | 1.43% | 104,608 | 增持 |
| 16 | IEFA | ISHARES TR | $8.1M | 1.34% | 83,474 | 减持 |
| 17 | QQQ | INVESCO QQQ TR | $7.4M | 1.22% | 9,989 | 增持 |
| 18 | VWO | VANGUARD INTL EQUITY INDEX F | $6.1M | 1.01% | 102,044 | 减持 |
| 19 | IVV | ISHARES TR | $5.0M | 0.83% | 6,645 | 持平 |
| 20 | IETC | ISHARES U S ETF TR | $3.8M | 0.63% | 35,363 | 减持 |
| 21 | AAPL | APPLE INC | $3.3M | 0.54% | 11,245 | 增持 |
| 22 | GOOGL | ALPHABET INC | $3.3M | 0.54% | 9,104 | 减持 |
| 23 | HYMB | SPDR SERIES TRUST | $3.2M | 0.54% | 127,563 | 增持 |
| 24 | IWM | ISHARES TR | $2.7M | 0.46% | 9,149 | 减持 |
| 25 | JPM | JPMORGAN CHASE & CO | $2.5M | 0.42% | 7,670 | 减持 |
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