R. W. Roge & Company, Inc. 13F 持仓 · 2026年Q2
R. W. Roge & Company 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 68 只证券，申报市值合计 2.39 亿美元。前几大持仓：VOO（15.63%）、VUG（13.59%）、VTV（9.49%）。本季前 25 大持仓中：增持 11 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $37.4M | 15.63% | 54,388 | 增持 |
| 2 | VUG | VANGUARD INDEX FDS | $32.5M | 13.59% | 377,056 | 增持 |
| 3 | VTV | VANGUARD INDEX FDS | $22.7M | 9.49% | 104,065 | 增持 |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | $17.6M | 7.38% | 299,214 | 增持 |
| 5 | GLDM | WORLD GOLD TR | $11.7M | 4.91% | 147,721 | 增持 |
| 6 | SCHX | SCHWAB STRATEGIC TR | $10.9M | 4.54% | 369,141 | 减持 |
| 7 | VPLS | VANGUARD MALVERN FDS | $9.9M | 4.14% | 127,432 | 增持 |
| 8 | DFAI | DIMENSIONAL ETF TRUST | $7.2M | 3.00% | 173,755 | 减持 |
| 9 | DEXC | DIMENSIONAL ETF TRUST | $7.0M | 2.92% | 84,530 | 减持 |
| 10 | INTC | INTEL CORP | $6.7M | 2.79% | 47,776 | 减持 |
| 11 | VTI | VANGUARD INDEX FDS | $6.5M | 2.71% | 17,534 | 减持 |
| 12 | IDEV | ISHARES TR | $5.7M | 2.39% | 64,329 | 减持 |
| 13 | IVW | ISHARES TR | $5.5M | 2.30% | 40,070 | 减持 |
| 14 | VOOG | VANGUARD ADMIRAL FDS INC | $4.5M | 1.90% | 54,911 | 增持 |
| 15 | SPEM | SPDR INDEX SHS FDS | $4.5M | 1.88% | 86,662 | 减持 |
| 16 | IUSB | ISHARES TR | $3.7M | 1.53% | 79,421 | 持平 |
| 17 | DBMF | LITMAN GREGORY FDS TR | $3.3M | 1.37% | 107,098 | 增持 |
| 18 | AAPL | APPLE INC | $3.1M | 1.28% | 10,570 | 增持 |
| 19 | VEU | VANGUARD INTL EQUITY INDEX F | $3.0M | 1.25% | 35,681 | 增持 |
| 20 | ASMF | VIRTUS ETF TR II | $2.6M | 1.07% | 99,790 | 减持 |
| 21 | FNDX | SCHWAB STRATEGIC TR | $2.5M | 1.03% | 79,260 | 减持 |
| 22 | SCHG | SCHWAB STRATEGIC TR | $2.3M | 0.96% | 67,699 | 减持 |
| 23 | BTC | GRAYSCALE BITCOIN MINI TR ET | $2.3M | 0.95% | 87,238 | 增持 |
| 24 | VYM | VANGUARD WHITEHALL FDS | $2.2M | 0.93% | 14,086 | 持平 |
| 25 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $1.9M | 0.80% | 73,959 | 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