Partners in Financial Planning 13F 持仓 · 2026年Q2

Partners in Financial Planning 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 131 只证券，申报市值合计 6.60 亿美元。前几大持仓：BND（11.83%）、VUG（10.77%）、VTV（9.90%）。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	BND	VANGUARD TOTAL BOND MARKET ETF	$78.0M	11.83%	1.1M	增持
2	VUG	VANGUARD GROWTH ETF	$71.1M	10.77%	824,863	增持
3	VTV	VANGUARD VALUE ETF	$65.3M	9.90%	299,573	减持
4	BNDX	VANGUARD TOTAL INTERNATIONAL BOND ETF	$62.4M	9.46%	1.3M	增持
5	VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	$55.0M	8.34%	771,756	减持
6	BSV	VANGUARD SHORT-TERM BOND ETF	$38.1M	5.78%	488,983	增持
7	VBK	VANGUARD SMALL-CAP GROWTH ETF	$24.2M	3.67%	66,268	减持
8	VBR	VANGUARD SMALL CAP VALUE ETF	$24.2M	3.67%	99,603	减持
9	VWO	VANGUARD FTSE EMERGING MARKETS ETF	$18.1M	2.74%	302,899	减持
10	VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF	$16.2M	2.46%	105,235	减持
11	VNQ	VANGUARD REAL ESTATE ETF	$15.6M	2.36%	161,235	增持
12	SPDW	STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF	$14.7M	2.22%	291,107	增持
13	VTEB	VANGUARD TAX-EXEMPT BOND ETF	$13.3M	2.01%	262,359	增持
14	VTI	VANGUARD TOTAL STOCK MARKET ETF	$13.2M	2.00%	35,649	增持
15	SUB	ISHARES SHORT-TERM NATIONAL MUNI BOND ETF	$11.7M	1.78%	110,184	增持
16	VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	$8.3M	1.26%	100,930	增持
17	VOO	VANGUARD S&P 500 ETF	$7.5M	1.14%	10,928	增持
18	MUB	ISHARES NATIONAL MUNI BOND ETF	$6.9M	1.04%	63,857	减持
19	SPYG	STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF	$4.9M	0.75%	41,432	减持
20	VO	VANGUARD MID-CAP ETF	$4.5M	0.69%	56,442	增持
21	SPYV	STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF	$4.3M	0.65%	70,630	增持
22	SCZ	ISHARES MSCI EAFE SMALL-CAP ETF	$4.2M	0.64%	51,454	增持
23	VXF	VANGUARD EXTENDED MARKET ETF	$3.8M	0.58%	15,612	减持
24	SPEM	STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF	$3.7M	0.56%	71,590	增持
25	SLYV	STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF	$3.5M	0.52%	31,729	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