Triad Financial Advisors, Inc. 13F 持仓 · 最近申报 2023年Q3
Triad Financial Advisors 在 2023年Q3（报告期截至 2023-09-30）的 SEC 13F 申报中报告了 98 只证券，申报市值合计 2.84 亿美元。前几大持仓：DFAC（16.01%）、IVW（13.32%）、DFSD（10.07%）。本季前 25 大持仓中：新建仓 2 只、增持 17 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 | $45.5M | 16.01% | 1.7M | 增持 |
| 2 | IVW | ISHARES TR | $37.8M | 13.32% | 552,859 | 减持 |
| 3 | DFSD | DIMENSIONAL ETF TRUST | $28.6M | 10.07% | 616,393 | 增持 |
| 4 | DFCF | DIMENSIONAL ETF TRUST | $21.4M | 7.52% | 529,012 | 增持 |
| 5 | DFAI | DIMENSIONAL ETF TRUST | $16.6M | 5.83% | 634,025 | 增持 |
| 6 | DUHP | DIMENSIONAL ETF TRUST | $13.1M | 4.62% | 511,060 | 增持 |
| 7 | BSV | VANGUARD BD INDEX FDS | $12.1M | 4.26% | 161,076 | 增持 |
| 8 | DFLV | DIMENSIONAL ETF TRUST | $9.8M | 3.46% | 396,447 | 增持 |
| 9 | AAPL | APPLE INC | $8.9M | 3.14% | 52,092 | 增持 |
| 10 | DFIC | DIMENSIONAL ETF TRUST | $7.8M | 2.74% | 332,715 | 增持 |
| 11 | DFUV | DIMENSIONAL ETF TRUST | $7.0M | 2.47% | 206,326 | 减持 |
| 12 | DFEM | DIMENSIONAL ETF TRUST | $6.4M | 2.25% | 274,503 | 增持 |
| 13 | SCTXX | SCHWAB CHARLES FAMILY FD | $5.5M | 1.94% | 5.5M | 新建仓 |
| 14 | SPY | SPDR S&P 500 ETF TR | $4.8M | 1.67% | 11,118 | 减持 |
| 15 | BND | VANGUARD BD INDEX FDS | $4.4M | 1.53% | 62,369 | 减持 |
| 16 | CAT | CATERPILLAR INC | $2.5M | 0.89% | 9,298 | 增持 |
| 17 | DFUS | DIMENSIONAL ETF TRUST | $2.4M | 0.85% | 51,655 | 减持 |
| 18 | DFAT | DIMENSIONAL ETF TRUST | $2.2M | 0.78% | 48,681 | 增持 |
| 19 | MSFT | MICROSOFT CORP | $2.1M | 0.73% | 6,527 | 增持 |
| 20 | VOOG | VANGUARD ADMIRAL FDS INC | $1.9M | 0.68% | 7,853 | 增持 |
| 21 | DUK | DUKE ENERGY CORP NEW | $1.9M | 0.65% | 20,983 | 减持 |
| 22 | AVRE | AMERICAN CENTY ETF TR | $1.7M | 0.60% | 45,217 | 增持 |
| 23 | XOM | EXXON MOBIL CORP | $1.5M | 0.52% | 12,616 | 增持 |
| 24 | DFGR | DIMENSIONAL ETF TRUST | $1.3M | 0.45% | 57,002 | 新建仓 |
| 25 | JPM | JPMORGAN CHASE & CO | $1.2M | 0.44% | 8,526 | 增持 |
来源：SEC 13F 申报文件 · 截至 2023-09-30
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