SwitchPoint Financial Planning, LLC 13F 持仓 · 2026年Q2
SwitchPoint Financial Planning 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 71 只证券，申报市值合计 1.73 亿美元。前几大持仓：DFAC（20.85%）、DFIC（16.48%）、DFEM（6.34%）。本季前 25 大持仓中：增持 15 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 | $36.1M | 20.85% | 814,210 | 增持 |
| 2 | DFIC | DIMENSIONAL ETF TRUST | $28.5M | 16.48% | 765,837 | 增持 |
| 3 | DFEM | DIMENSIONAL ETF TRUST | $11.0M | 6.34% | 270,393 | 增持 |
| 4 | DFAT | DIMENSIONAL ETF TRUST | $6.5M | 3.73% | 92,368 | 增持 |
| 5 | DFSD | DIMENSIONAL ETF TRUST | $5.7M | 3.29% | 119,350 | 增持 |
| 6 | DFUV | DIMENSIONAL ETF TRUST | $5.3M | 3.09% | 97,249 | 增持 |
| 7 | DFAX | DIMENSIONAL ETF TRUST | $4.3M | 2.51% | 117,940 | 持平 |
| 8 | GOOG | ALPHABET INC | $4.2M | 2.43% | 11,927 | 减持 |
| 9 | CDNS | CADENCE DESIGN SYSTEM INC | $3.9M | 2.24% | 10,354 | 增持 |
| 10 | VTV | VANGUARD INDEX FDS | $3.9M | 2.22% | 17,673 | 减持 |
| 11 | DFAU | DIMENSIONAL ETF TRUST | $3.7M | 2.15% | 72,101 | 持平 |
| 12 | VTI | VANGUARD INDEX FDS | $3.7M | 2.12% | 9,926 | 增持 |
| 13 | SGOV | ISHARES TR | $3.4M | 1.94% | 33,369 | 增持 |
| 14 | VUG | VANGUARD INDEX FDS | $3.1M | 1.79% | 36,017 | 增持 |
| 15 | DFAI | DIMENSIONAL ETF TRUST | $3.0M | 1.76% | 73,777 | 增持 |
| 16 | DFIV | DIMENSIONAL ETF TRUST | $3.0M | 1.71% | 54,903 | 增持 |
| 17 | VXUS | VANGUARD STAR FDS | $3.0M | 1.71% | 34,614 | 增持 |
| 18 | DFCF | DIMENSIONAL ETF TRUST | $2.4M | 1.36% | 55,955 | 增持 |
| 19 | DFAS | DIMENSIONAL ETF TRUST | $2.3M | 1.33% | 28,004 | 持平 |
| 20 | AVUS | AMERICAN CENTY ETF TR | $2.2M | 1.29% | 17,497 | 减持 |
| 21 | DFAE | DIMENSIONAL ETF TRUST | $2.1M | 1.23% | 53,097 | 减持 |
| 22 | VTEB | VANGUARD MUN BD FDS | $2.0M | 1.13% | 38,641 | 增持 |
| 23 | DFNM | DIMENSIONAL ETF TRUST | $1.8M | 1.02% | 36,592 | 减持 |
| 24 | DFUS | DIMENSIONAL ETF TRUST | $1.8M | 1.01% | 21,451 | 持平 |
| 25 | AAPL | APPLE INC | $1.5M | 0.89% | 5,356 | 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