SC&H Financial Advisors, Inc. 13F 持仓 · 2026年Q2
SC&H Financial Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 160 只证券,申报市值合计 7.54 亿美元。前几大持仓:DFAC(13.11%)、AVUS(10.93%)、DFAU(6.06%)。本季前 25 大持仓中:增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $98.8M | 13.11% | 2.2M | 增持 |
| 2 | AVUS | AMERICAN CENTY ETF TR | $82.4M | 10.93% | 643,544 | 增持 |
| 3 | DFAU | DIMENSIONAL ETF TRUST | $45.7M | 6.06% | 883,580 | 增持 |
| 4 | DFAI | DIMENSIONAL ETF TRUST | $39.3M | 5.21% | 952,732 | 增持 |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $37.6M | 4.99% | 1.0M | 增持 |
| 6 | DFUS | DIMENSIONAL ETF TRUST | $37.6M | 4.99% | 459,468 | 增持 |
| 7 | DCOR | DIMENSIONAL ETF TRUST | $37.1M | 4.92% | 452,203 | 增持 |
| 8 | DUSB | DIMENSIONAL ETF TRUST | $32.8M | 4.35% | 645,927 | 增持 |
| 9 | AVEM | AMERICAN CENTY ETF TR | $32.0M | 4.25% | 332,081 | 增持 |
| 10 | AVDE | AMERICAN CENTY ETF TR | $29.6M | 3.93% | 332,244 | 增持 |
| 11 | DFSD | DIMENSIONAL ETF TRUST | $25.2M | 3.35% | 528,603 | 增持 |
| 12 | DFAE | DIMENSIONAL ETF TRUST | $17.6M | 2.34% | 438,518 | 增持 |
| 13 | AAPL | APPLE INC | $11.6M | 1.54% | 40,034 | 减持 |
| 14 | IVV | ISHARES TR | $11.5M | 1.53% | 15,422 | 减持 |
| 15 | VV | VANGUARD INDEX FDS | $11.1M | 1.48% | 32,349 | 减持 |
| 16 | IEFA | ISHARES TR | $10.8M | 1.43% | 111,815 | 减持 |
| 17 | DFCF | DIMENSIONAL ETF TRUST | $10.6M | 1.41% | 251,315 | 增持 |
| 18 | DFEM | DIMENSIONAL ETF TRUST | $10.4M | 1.38% | 255,345 | 增持 |
| 19 | DFAX | DIMENSIONAL ETF TRUST | $8.5M | 1.12% | 229,431 | 增持 |
| 20 | MSFT | MICROSOFT CORP | $5.8M | 0.77% | 15,538 | 减持 |
| 21 | DFAT | DIMENSIONAL ETF TRUST | $5.2M | 0.69% | 74,620 | 增持 |
| 22 | AVUV | AMERICAN CENTY ETF TR | $5.1M | 0.68% | 40,882 | 增持 |
| 23 | DFAS | DIMENSIONAL ETF TRUST | $5.1M | 0.67% | 61,513 | 增持 |
| 24 | VTI | VANGUARD INDEX FDS | $4.8M | 0.64% | 13,069 | 减持 |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $4.6M | 0.62% | 6,226 | 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