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Triune Financial Partners, LLC 13F 持仓 · 2026年Q2

Triune Financial Partners 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 49 只证券,申报市值合计 4.79 亿美元。前几大持仓:DFAC(34.97%)、DFAX(28.41%)、DFUV(11.28%)。本季前 25 大持仓中:增持 18 只、减持 6 只。

排名代码公司市值占组合股数变动
1DFACDIMENSIONAL ETF TRUST$167.5M34.97%3.8M增持
2DFAXDIMENSIONAL ETF TRUST$136.0M28.41%3.7M增持
3DFUVDIMENSIONAL ETF TRUST$54.0M11.28%981,939增持
4DFATDIMENSIONAL ETF TRUST$25.6M5.35%366,685增持
5VEUVANGUARD INTL EQUITY INDEX F$16.2M3.38%193,062减持
6DFSUDIMENSIONAL ETF TRUST$13.1M2.74%281,794增持
7DFAWDIMENSIONAL ETF TRUST$12.2M2.56%147,925增持
8DFCFDIMENSIONAL ETF TRUST$8.2M1.72%195,428增持
9IWVISHARES TR$7.4M1.55%17,410增持
10DFSIDIMENSIONAL ETF TRUST$5.0M1.05%111,174增持
11IVVISHARES TR$4.8M1.00%6,421减持
12VTVVANGUARD INDEX FDS$4.5M0.93%20,451增持
13AVUSAMERICAN CENTY ETF TR$4.1M0.86%31,971减持
14DFSEDIMENSIONAL ETF TRUST$2.2M0.45%44,576减持
15VBRVANGUARD INDEX FDS$2.1M0.44%8,696增持
16DFNMDIMENSIONAL ETF TRUST$1.7M0.35%34,227增持
17BRKBBERKSHIRE HATHAWAY INC DEL$1.3M0.28%2,633减持
18VTIVANGUARD INDEX FDS$954,6700.20%2,580增持
19SPYSTATE STR SPDR S&P 500 ETF T$908,7800.19%1,217增持
20AAPLAPPLE INC$728,0080.15%2,516增持
21AVUVAMERICAN CENTY ETF TR$738,1020.15%5,916减持
22DFAUDIMENSIONAL ETF TRUST$600,4310.13%11,616持平
23LLYELI LILLY & CO$617,4350.13%515增持
24MSFTMICROSOFT CORP$513,0910.11%1,376增持
25GOOGALPHABET INC$484,2110.10%1,370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