True Wealth Design, LLC 13F 持仓 · 2026年Q2
True Wealth Design 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 2,655 只证券，申报市值合计 4.20 亿美元。前几大持仓：DFAC（15.81%）、BOXX（13.54%）、DFIC（10.07%）。本季前 25 大持仓中：增持 10 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $66.5M | 15.81% | 1.5M | 增持 |
| 2 | BOXX | EA SERIES TRUST | $56.9M | 13.54% | 486,131 | 减持 |
| 3 | DFIC | DIMENSIONAL ETF TRUST | $42.3M | 10.07% | 1.1M | 增持 |
| 4 | DUHP | DIMENSIONAL ETF TRUST | $32.7M | 7.79% | 784,807 | 增持 |
| 5 | DFEV | DIMENSIONAL ETF TRUST | $29.6M | 7.05% | 694,242 | 减持 |
| 6 | TYA | SIMPLIFY EXCHANGE TRADED FUN | $19.0M | 4.53% | 1.5M | 增持 |
| 7 | DIHP | DIMENSIONAL ETF TRUST | $17.0M | 4.05% | 498,488 | 增持 |
| 8 | AVUV | AMERICAN CENTY ETF TR | $13.3M | 3.16% | 106,378 | 增持 |
| 9 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | $10.8M | 2.57% | 220,181 | 减持 |
| 10 | RFIX | SIMPLIFY EXCHANGE TRADED FUN | $6.6M | 1.57% | 168,484 | 减持 |
| 11 | AVDE | AMERICAN CENTY ETF TR | $5.3M | 1.27% | 59,730 | 减持 |
| 12 | AVUS | AMERICAN CENTY ETF TR | $5.2M | 1.24% | 40,691 | 减持 |
| 13 | PMBS | PIMCO ETF TR | $4.9M | 1.16% | 98,469 | 增持 |
| 14 | DFUS | DIMENSIONAL ETF TRUST | $2.9M | 0.69% | 35,450 | 减持 |
| 15 | DFAT | DIMENSIONAL ETF TRUST | $2.8M | 0.67% | 40,114 | 减持 |
| 16 | VTI | VANGUARD INDEX FDS | $2.7M | 0.64% | 7,268 | 减持 |
| 17 | AAPL | APPLE INC | $2.7M | 0.63% | 9,177 | 减持 |
| 18 | PYLD | PIMCO ETF TR | $2.3M | 0.55% | 86,721 | 增持 |
| 19 | DFSV | DIMENSIONAL ETF TRUST | $2.3M | 0.54% | 58,632 | 减持 |
| 20 | AVUQ | AMERICAN CENTY ETF TR | $1.8M | 0.42% | 26,921 | 减持 |
| 21 | NVDA | NVIDIA CORPORATION | $1.6M | 0.38% | 7,904 | 增持 |
| 22 | TFLR | T ROWE PRICE EXCHANGE-TRADED | $1.4M | 0.33% | 27,805 | 减持 |
| 23 | GOOGL | ALPHABET INC | $1.3M | 0.31% | 3,665 | 减持 |
| 24 | MU | MICRON TECHNOLOGY INC | $1.1M | 0.26% | 957 | 增持 |
| 25 | AVES | AMERICAN CENTY ETF TR | $1.1M | 0.25% | 16,100 | 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