Sound Stewardship, LLC 13F 持仓 · 2026年Q2
Sound Stewardship 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 73 只证券，申报市值合计 2.42 亿美元。前几大持仓：BND（13.89%）、FNDB（8.16%）、IVV（6.60%）。本季前 25 大持仓中：增持 19 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | $33.7M | 13.89% | 458,601 | 增持 |
| 2 | FNDB | SCHWAB STRATEGIC TR | $19.8M | 8.16% | 649,548 | 增持 |
| 3 | IVV | ISHARES TR | $16.0M | 6.60% | 21,356 | 增持 |
| 4 | FNDA | SCHWAB STRATEGIC TR | $12.2M | 5.05% | 321,406 | 增持 |
| 5 | SCZ | ISHARES TR | $11.3M | 4.65% | 137,157 | 增持 |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $9.8M | 4.05% | 137,663 | 增持 |
| 7 | FNDF | SCHWAB STRATEGIC TR | $9.8M | 4.03% | 184,993 | 增持 |
| 8 | BSCS | INVESCO EXCH TRD SLF IDX FD | $8.9M | 3.67% | 437,452 | 增持 |
| 9 | GLTR | ABRDN PRECIOUS METALS BASKET | $8.9M | 3.65% | 48,878 | 增持 |
| 10 | BSCR | INVESCO EXCH TRD SLF IDX FD | $8.7M | 3.61% | 445,738 | 增持 |
| 11 | BSCT | INVESCO EXCH TRD SLF IDX FD | $8.5M | 3.51% | 458,271 | 增持 |
| 12 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $8.4M | 3.48% | 432,397 | 增持 |
| 13 | EMXC | ISHARES INC | $8.4M | 3.46% | 81,885 | 减持 |
| 14 | IJR | ISHARES TR | $7.9M | 3.27% | 53,475 | 增持 |
| 15 | IJH | ISHARES TR | $7.8M | 3.21% | 101,011 | 增持 |
| 16 | VGT | VANGUARD WORLD FD | $7.6M | 3.13% | 63,518 | 增持 |
| 17 | TIP | ISHARES TR | $6.6M | 2.74% | 60,763 | 增持 |
| 18 | PRFZ | INVESCO EXCHANGE TRADED FD T | $4.2M | 1.73% | 75,200 | 减持 |
| 19 | VTI | VANGUARD INDEX FDS | $3.4M | 1.39% | 9,125 | 减持 |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | $2.7M | 1.11% | 45,005 | 增持 |
| 21 | SPHY | SPDR SERIES TRUST | $2.4M | 1.01% | 104,502 | 增持 |
| 22 | DGS | WISDOMTREE TR | $2.4M | 0.99% | 37,097 | 增持 |
| 23 | IDV | ISHARES TR | $2.3M | 0.93% | 54,469 | 减持 |
| 24 | DGRO | ISHARES TR | $2.1M | 0.85% | 27,208 | 持平 |
| 25 | TPIF | TIMOTHY PLAN | $2.1M | 0.85% | 55,410 | 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