Phillips Financial Management, LLC 13F 持仓 · 2026年Q2
Phillips Financial Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 291 只证券，申报市值合计 13.64 亿美元。前几大持仓：IVV（11.09%）、DFCF（8.04%）、DFIC（6.73%）。本季前 25 大持仓中：增持 3 只、减持 22 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $151.3M | 11.09% | 201,998 | 减持 |
| 2 | DFCF | DIMENSIONAL ETF TRUST | $109.7M | 8.04% | 2.6M | 增持 |
| 3 | DFIC | DIMENSIONAL ETF TRUST | $91.8M | 6.73% | 2.5M | 减持 |
| 4 | DFSD | DIMENSIONAL ETF TRUST | $83.9M | 6.15% | 1.8M | 增持 |
| 5 | DFLV | DIMENSIONAL ETF TRUST | $53.9M | 3.95% | 1.4M | 减持 |
| 6 | DFAT | DIMENSIONAL ETF TRUST | $49.8M | 3.65% | 712,667 | 减持 |
| 7 | DUHP | DIMENSIONAL ETF TRUST | $48.7M | 3.57% | 1.2M | 减持 |
| 8 | DFEM | DIMENSIONAL ETF TRUST | $41.9M | 3.07% | 1.0M | 减持 |
| 9 | VXUS | VANGUARD STAR FDS | $35.8M | 2.63% | 419,285 | 减持 |
| 10 | VOO | VANGUARD INDEX FDS | $35.6M | 2.61% | 51,871 | 减持 |
| 11 | IJH | ISHARES TR | $35.1M | 2.57% | 455,314 | 减持 |
| 12 | DFAS | DIMENSIONAL ETF TRUST | $34.5M | 2.53% | 418,581 | 减持 |
| 13 | DFAC | DIMENSIONAL ETF TRUST | $31.4M | 2.30% | 707,528 | 减持 |
| 14 | IVE | ISHARES TR | $27.1M | 1.99% | 119,479 | 减持 |
| 15 | BNDX | VANGUARD CHARLOTTE FDS | $25.6M | 1.88% | 529,231 | 减持 |
| 16 | VO | VANGUARD INDEX FDS | $24.7M | 1.81% | 306,530 | 增持 |
| 17 | IXUS | ISHARES TR | $22.7M | 1.66% | 237,405 | 减持 |
| 18 | DUSB | DIMENSIONAL ETF TRUST | $18.4M | 1.35% | 361,664 | 减持 |
| 19 | DFAR | DIMENSIONAL ETF TRUST | $17.2M | 1.26% | 657,049 | 减持 |
| 20 | USHY | ISHARES TR | $16.8M | 1.23% | 453,959 | 减持 |
| 21 | LRGF | ISHARES TR | $16.7M | 1.22% | 220,162 | 减持 |
| 22 | VOOV | VANGUARD ADMIRAL FDS INC | $15.7M | 1.15% | 71,681 | 减持 |
| 23 | AGG | ISHARES TR | $12.1M | 0.89% | 122,304 | 减持 |
| 24 | VBR | VANGUARD INDEX FDS | $12.0M | 0.88% | 49,560 | 减持 |
| 25 | BND | VANGUARD BD INDEX FDS | $10.6M | 0.78% | 145,034 | 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