Sterling Financial Planning, Inc. 13F 持仓 · 2026年Q2
Sterling Financial Planning 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 123 只证券，申报市值合计 3.68 亿美元。前几大持仓：IJJ（6.29%）、IJT（6.22%）、IJK（5.84%）。本季前 25 大持仓中：增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IJJ | ISHARES TR | $23.1M | 6.29% | 156,530 | 增持 |
| 2 | IJT | ISHARES TR | $22.9M | 6.22% | 128,012 | 减持 |
| 3 | IJK | ISHARES TR | $21.5M | 5.84% | 182,653 | 减持 |
| 4 | IVW | ISHARES TR | $20.4M | 5.54% | 148,229 | 减持 |
| 5 | IAU | ISHARES GOLD TR | $17.6M | 4.80% | 233,678 | 减持 |
| 6 | DFIV | DIMENSIONAL ETF TRUST | $16.8M | 4.56% | 310,296 | 增持 |
| 7 | VYM | VANGUARD WHITEHALL FDS | $13.1M | 3.57% | 83,032 | 增持 |
| 8 | FNDX | SCHWAB STRATEGIC TR | $13.0M | 3.54% | 418,339 | 减持 |
| 9 | DISV | DIMENSIONAL ETF TRUST | $12.2M | 3.31% | 302,926 | 增持 |
| 10 | BIV | VANGUARD BD INDEX FDS | $11.8M | 3.21% | 153,913 | 增持 |
| 11 | DFSV | DIMENSIONAL ETF TRUST | $11.3M | 3.08% | 292,001 | 增持 |
| 12 | IJS | ISHARES TR | $10.0M | 2.73% | 73,343 | 减持 |
| 13 | XBJA | INNOVATOR ETFS TRUST | $9.8M | 2.65% | 288,650 | 增持 |
| 14 | IVV | ISHARES TR | $9.2M | 2.50% | 12,282 | 减持 |
| 15 | DFIP | DIMENSIONAL ETF TRUST | $7.4M | 2.02% | 179,710 | 增持 |
| 16 | DFEV | DIMENSIONAL ETF TRUST | $7.4M | 2.01% | 173,234 | 减持 |
| 17 | DFGR | DIMENSIONAL ETF TRUST | $7.2M | 1.95% | 247,263 | 增持 |
| 18 | IJH | ISHARES TR | $5.1M | 1.40% | 66,771 | 减持 |
| 19 | QQQ | INVESCO QQQ TR | $5.0M | 1.36% | 6,768 | 减持 |
| 20 | EFG | ISHARES TR | $5.0M | 1.35% | 39,975 | 减持 |
| 21 | IVE | ISHARES TR | $4.9M | 1.34% | 21,679 | 减持 |
| 22 | VCSH | VANGUARD SCOTTSDALE FDS | $4.9M | 1.33% | 61,984 | 增持 |
| 23 | BSV | VANGUARD BD INDEX FDS | $4.8M | 1.31% | 61,799 | 增持 |
| 24 | AAPL | APPLE INC | $4.7M | 1.27% | 16,124 | 增持 |
| 25 | GOVT | ISHARES TR | $4.5M | 1.23% | 198,231 | 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