Total Wealth Planning, LLC 13F 持仓 · 最近申报 2025年Q4
Total Wealth Planning 在 2025年Q4（报告期截至 2025-12-31）的 SEC 13F 申报中报告了 39 只证券，申报市值合计 4,673.40 万美元。前几大持仓：SCHZ（10.83%）、VUG（9.23%）、VTV（8.25%）。本季前 25 大持仓中：减持 25 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHZ | SCHWAB STRATEGIC TR | $5.1M | 10.83% | 216,518 | 减持 |
| 2 | VUG | VANGUARD INDEX FDS | $4.3M | 9.23% | 8,837 | 减持 |
| 3 | VTV | VANGUARD INDEX FDS | $3.9M | 8.25% | 20,187 | 减持 |
| 4 | DFEM | DIMENSIONAL ETF TRUST | $3.3M | 7.10% | 100,344 | 减持 |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | $3.3M | 7.00% | 41,054 | 减持 |
| 6 | DFIV | DIMENSIONAL ETF TRUST | $2.2M | 4.81% | 45,087 | 减持 |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | $2.2M | 4.75% | 45,965 | 减持 |
| 8 | DFLV | DIMENSIONAL ETF TRUST | $2.2M | 4.73% | 64,589 | 减持 |
| 9 | DFIS | DIMENSIONAL ETF TRUST | $2.0M | 4.39% | 62,215 | 减持 |
| 10 | VOE | VANGUARD INDEX FDS | $1.8M | 3.75% | 9,877 | 减持 |
| 11 | JMEE | J P MORGAN EXCHANGE TRADED F | $1.6M | 3.48% | 25,295 | 减持 |
| 12 | VBK | VANGUARD INDEX FDS | $1.3M | 2.80% | 4,329 | 减持 |
| 13 | VBR | VANGUARD INDEX FDS | $1.2M | 2.66% | 5,862 | 减持 |
| 14 | VOT | VANGUARD INDEX FDS | $1.1M | 2.40% | 4,016 | 减持 |
| 15 | DFSV | DIMENSIONAL ETF TRUST | $1.1M | 2.29% | 32,598 | 减持 |
| 16 | DFGR | DIMENSIONAL ETF TRUST | $798,322 | 1.71% | 30,217 | 减持 |
| 17 | SCHG | SCHWAB STRATEGIC TR | $747,848 | 1.60% | 22,926 | 减持 |
| 18 | VNQI | VANGUARD INTL EQUITY INDEX F | $737,765 | 1.58% | 16,094 | 减持 |
| 19 | AVEM | AMERICAN CENTY ETF TR | $590,897 | 1.26% | 7,672 | 减持 |
| 20 | IGSB | ISHARES TR | $541,914 | 1.16% | 10,248 | 减持 |
| 21 | MDYV | SPDR SERIES TRUST | $507,223 | 1.09% | 5,992 | 减持 |
| 22 | IWF | ISHARES TR | $499,263 | 1.07% | 1,055 | 减持 |
| 23 | BND | VANGUARD BD INDEX FDS | $496,510 | 1.06% | 6,703 | 减持 |
| 24 | SCHV | SCHWAB STRATEGIC TR | $478,190 | 1.02% | 16,150 | 减持 |
| 25 | AVIV | AMERICAN CENTY ETF TR | $464,491 | 0.99% | 6,521 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-12-31
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