Smith & Howard Wealth Management, LLC 13F 持仓 · 2026年Q2
Smith & Howard Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 87 只证券，申报市值合计 5.03 亿美元。前几大持仓：VCRB（17.48%）、VTI（11.70%）、IEFA（8.10%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VCRB | VANGUARD MALVERN FDS | $87.9M | 17.48% | 1.1M | 增持 |
| 2 | VTI | VANGUARD INDEX FDS | $58.9M | 11.70% | 159,097 | 减持 |
| 3 | IEFA | ISHARES TR | $40.7M | 8.10% | 421,643 | 增持 |
| 4 | VTV | VANGUARD INDEX FDS | $33.3M | 6.62% | 152,708 | 增持 |
| 5 | JMUB | J P MORGAN EXCHANGE TRADED F | $21.9M | 4.36% | 432,992 | 减持 |
| 6 | VUG | VANGUARD INDEX FDS | $21.1M | 4.19% | 237,699 | 增持 |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $18.4M | 3.65% | 257,741 | 减持 |
| 8 | VO | VANGUARD INDEX FDS | $18.3M | 3.65% | 224,538 | 增持 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $17.7M | 3.51% | 25,131 | 减持 |
| 10 | AGG | ISHARES TR | $16.0M | 3.17% | 161,324 | 增持 |
| 11 | IEMG | ISHARES INC | $15.4M | 3.06% | 185,618 | 减持 |
| 12 | IWD | ISHARES TR | $11.0M | 2.19% | 45,740 | 增持 |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | $10.5M | 2.08% | 175,132 | 减持 |
| 14 | VB | VANGUARD INDEX FDS | $10.2M | 2.03% | 33,750 | 减持 |
| 15 | IWF | ISHARES TR | $9.8M | 1.95% | 78,867 | 增持 |
| 16 | MUB | ISHARES TR | $9.7M | 1.93% | 90,247 | 减持 |
| 17 | BND | VANGUARD BD INDEX FDS | $8.9M | 1.78% | 121,848 | 减持 |
| 18 | TLT | ISHARES TR | $7.3M | 1.44% | 83,500 | 增持 |
| 19 | ACWX | ISHARES TR | $6.4M | 1.27% | 84,013 | 减持 |
| 20 | KO | COCA COLA CO | $6.2M | 1.23% | 76,088 | 减持 |
| 21 | IWM | ISHARES TR | $6.1M | 1.21% | 20,209 | 减持 |
| 22 | IWR | ISHARES TR | $6.1M | 1.21% | 55,569 | 增持 |
| 23 | EFA | ISHARES TR | $5.9M | 1.17% | 57,541 | 减持 |
| 24 | VXUS | VANGUARD STAR FDS | $4.2M | 0.84% | 49,507 | 增持 |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.0M | 0.79% | 7,916 | 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