Tilson Financial Group, Inc. 13F 持仓 · 2026年Q2
Tilson Financial Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 86 只证券，申报市值合计 3.64 亿美元。前几大持仓：VCRB（12.44%）、VUG（10.85%）、DFLV（8.57%）。本季前 25 大持仓中：增持 20 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VCRB | VANGUARD MALVERN FDS | $45.2M | 12.44% | 585,536 | 增持 |
| 2 | VUG | VANGUARD INDEX FDS | $39.4M | 10.85% | 457,942 | 增持 |
| 3 | DFLV | DIMENSIONAL ETF TRUST | $31.2M | 8.57% | 788,526 | 增持 |
| 4 | DFAS | DIMENSIONAL ETF TRUST | $25.9M | 7.13% | 314,786 | 增持 |
| 5 | EVSD | MORGAN STANLEY ETF TRUST | $17.2M | 4.74% | 338,935 | 增持 |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $11.9M | 3.28% | 167,379 | 增持 |
| 7 | SPTI | SPDR SERIES TRUST | $11.7M | 3.23% | 413,267 | 增持 |
| 8 | DFEM | DIMENSIONAL ETF TRUST | $11.6M | 3.19% | 285,169 | 增持 |
| 9 | IVW | ISHARES TR | $11.2M | 3.07% | 81,285 | 减持 |
| 10 | SPTS | SPDR SERIES TRUST | $10.1M | 2.77% | 347,656 | 增持 |
| 11 | VYM | VANGUARD WHITEHALL FDS | $9.9M | 2.71% | 62,351 | 增持 |
| 12 | RLY | SSGA ACTIVE ETF TR | $9.8M | 2.70% | 284,741 | 减持 |
| 13 | EVSM | MORGAN STANLEY ETF TRUST | $9.1M | 2.50% | 180,493 | 增持 |
| 14 | DFGR | DIMENSIONAL ETF TRUST | $7.4M | 2.04% | 256,643 | 增持 |
| 15 | MUB | ISHARES TR | $7.0M | 1.92% | 65,028 | 增持 |
| 16 | SPYM | SPDR SERIES TRUST | $6.7M | 1.84% | 76,306 | 增持 |
| 17 | VCRM | VANGUARD MUN BD FDS | $6.7M | 1.84% | 87,581 | 增持 |
| 18 | VTIP | VANGUARD MALVERN FDS | $6.7M | 1.83% | 132,472 | 增持 |
| 19 | DFIC | DIMENSIONAL ETF TRUST | $6.2M | 1.71% | 166,782 | 减持 |
| 20 | IVE | ISHARES TR | $6.2M | 1.69% | 27,101 | 增持 |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | $6.1M | 1.68% | 8,157 | 增持 |
| 22 | DFIV | DIMENSIONAL ETF TRUST | $5.7M | 1.58% | 106,198 | 增持 |
| 23 | DFIS | DIMENSIONAL ETF TRUST | $5.7M | 1.57% | 163,392 | 增持 |
| 24 | VTEB | VANGUARD MUN BD FDS | $5.1M | 1.39% | 100,166 | 减持 |
| 25 | IJR | ISHARES TR | $4.0M | 1.10% | 26,881 | 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