Vawter Financial, Ltd. 13F 持仓 · 2026年Q2
Vawter Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 131 只证券，申报市值合计 2.66 亿美元。前几大持仓：JBND（7.26%）、VBK（7.04%）、VB（5.43%）。本季前 25 大持仓中：增持 13 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JBND | J P MORGAN EXCHANGE TRADED F | $19.3M | 7.26% | 360,261 | 增持 |
| 2 | VBK | VANGUARD INDEX FDS | $18.7M | 7.04% | 51,083 | 增持 |
| 3 | VB | VANGUARD INDEX FDS | $14.4M | 5.43% | 47,551 | 减持 |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | $14.0M | 5.29% | 289,801 | 增持 |
| 5 | BSV | VANGUARD BD INDEX FDS | $13.5M | 5.10% | 173,700 | 增持 |
| 6 | DFAE | DIMENSIONAL ETF TRUST | $13.4M | 5.03% | 332,135 | 减持 |
| 7 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $11.0M | 4.15% | 318,572 | 减持 |
| 8 | GSIE | GOLDMAN SACHS ETF TR | $10.5M | 3.96% | 230,370 | 增持 |
| 9 | DFAT | DIMENSIONAL ETF TRUST | $9.3M | 3.50% | 132,896 | 减持 |
| 10 | CGGR | CAPITAL GROUP GROWTH ETF | $8.1M | 3.04% | 171,017 | 增持 |
| 11 | AVUV | AMERICAN CENTY ETF TR | $8.0M | 3.02% | 64,214 | 增持 |
| 12 | IVV | ISHARES TR | $7.7M | 2.89% | 10,241 | 增持 |
| 13 | BBHY | J P MORGAN EXCHANGE TRADED F | $6.3M | 2.36% | 135,858 | 增持 |
| 14 | DFGR | DIMENSIONAL ETF TRUST | $5.8M | 2.19% | 200,438 | 增持 |
| 15 | DFLV | DIMENSIONAL ETF TRUST | $5.3M | 2.00% | 134,315 | 减持 |
| 16 | VSS | VANGUARD INTL EQUITY INDEX F | $4.9M | 1.86% | 32,020 | 减持 |
| 17 | JPST | J P MORGAN EXCHANGE TRADED F | $4.3M | 1.62% | 85,244 | 减持 |
| 18 | AVLV | AMERICAN CENTY ETF TR | $4.1M | 1.54% | 44,786 | 增持 |
| 19 | SPY | STATE STR SPDR S&P 500 ETF T | $4.0M | 1.52% | 5,410 | 减持 |
| 20 | IJR | ISHARES TR | $3.9M | 1.47% | 26,276 | 减持 |
| 21 | RODM | LATTICE STRATEGIES TR | $3.4M | 1.28% | 83,846 | 减持 |
| 22 | VBR | VANGUARD INDEX FDS | $3.3M | 1.25% | 13,619 | 增持 |
| 23 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $3.0M | 1.13% | 4 | 持平 |
| 24 | AAPL | APPLE INC | $3.0M | 1.12% | 10,303 | 减持 |
| 25 | VTI | VANGUARD INDEX FDS | $2.5M | 0.95% | 6,810 | 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