Tumwater Wealth Management, LLC 13F 持仓 · 2026年Q2
Tumwater Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 33 只证券，申报市值合计 2.77 亿美元。前几大持仓：DFAX（28.76%）、VTI（22.22%）、DFAT（16.10%）。本季前 25 大持仓中：增持 12 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAX | DIMENSIONAL ETF TRUST | $79.5M | 28.76% | 2.2M | 增持 |
| 2 | VTI | VANGUARD INDEX FDS | $61.4M | 22.22% | 166,053 | 增持 |
| 3 | DFAT | DIMENSIONAL ETF TRUST | $44.5M | 16.10% | 636,708 | 增持 |
| 4 | DFLV | DIMENSIONAL ETF TRUST | $35.9M | 12.97% | 906,834 | 增持 |
| 5 | BIV | VANGUARD BD INDEX FDS | $16.8M | 6.07% | 218,749 | 增持 |
| 6 | DUSB | DIMENSIONAL ETF TRUST | $9.8M | 3.55% | 193,333 | 增持 |
| 7 | VV | VANGUARD INDEX FDS | $5.4M | 1.95% | 15,651 | 减持 |
| 8 | DFUV | DIMENSIONAL ETF TRUST | $4.4M | 1.60% | 80,243 | 减持 |
| 9 | VOO | VANGUARD INDEX FDS | $3.2M | 1.15% | 4,631 | 增持 |
| 10 | CVX | CHEVRON CORPORATION | $2.4M | 0.85% | 14,182 | 增持 |
| 11 | CAT | CATERPILLAR INC | $1.5M | 0.55% | 1,416 | 增持 |
| 12 | AAPL | APPLE INC | $1.4M | 0.51% | 4,827 | 增持 |
| 13 | FNDC | SCHWAB STRATEGIC TR | $1.0M | 0.37% | 21,045 | 持平 |
| 14 | FNDF | SCHWAB STRATEGIC TR | $1.0M | 0.37% | 19,571 | 持平 |
| 15 | MSFT | MICROSOFT CORP | $891,152 | 0.32% | 2,389 | 持平 |
| 16 | IDA | IDACORP INC | $753,625 | 0.27% | 4,981 | 持平 |
| 17 | BSV | VANGUARD BD INDEX FDS | $674,311 | 0.24% | 8,655 | 增持 |
| 18 | FNDE | SCHWAB STRATEGIC TR | $604,445 | 0.22% | 15,233 | 持平 |
| 19 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $579,000 | 0.21% | 600 | 持平 |
| 20 | VB | VANGUARD INDEX FDS | $530,460 | 0.19% | 1,750 | 增持 |
| 21 | KEYS | KEYSIGHT TECHNOLOGIES INC | $487,648 | 0.18% | 1,393 | 持平 |
| 22 | COST | COSTCO WHOLESALE CORPORATION | $472,426 | 0.17% | 505 | 持平 |
| 23 | JPM | JPMORGAN CHASE & CO | $434,367 | 0.16% | 1,327 | 持平 |
| 24 | WMT | WALMART INC | $366,962 | 0.13% | 3,240 | 持平 |
| 25 | FCX | FREEPORT MCMORAN INC | $319,796 | 0.12% | 5,085 | 持平 |
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