Veratis Advisors, Inc. 13F 持仓 · 2026年Q2
Veratis Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 84 只证券，申报市值合计 1.41 亿美元。前几大持仓：VUG（9.10%）、DFIV（6.35%）、IWD（6.27%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $12.9M | 9.10% | 149,325 | 增持 |
| 2 | DFIV | DIMENSIONAL ETF TRUST | $9.0M | 6.35% | 166,058 | 新建仓 |
| 3 | IWD | ISHARES TR | $8.9M | 6.27% | 36,570 | 减持 |
| 4 | LECO | LINCOLN ELEC HLDGS INC | $8.7M | 6.16% | 32,800 | 持平 |
| 5 | VTV | VANGUARD INDEX FDS | $8.5M | 6.00% | 40,894 | 增持 |
| 6 | VTEB | VANGUARD MUN BD FDS | $8.3M | 5.88% | 164,316 | 增持 |
| 7 | MUB | ISHARES TR | $5.9M | 4.19% | 54,980 | 增持 |
| 8 | IJT | ISHARES TR | $5.7M | 4.00% | 31,660 | 增持 |
| 9 | IJS | ISHARES TR | $5.6M | 3.93% | 40,638 | 增持 |
| 10 | WMT | WALMART INC | $4.9M | 3.45% | 40,978 | 增持 |
| 11 | AAPL | APPLE INC | $2.9M | 2.08% | 10,144 | 减持 |
| 12 | DFGR | DIMENSIONAL ETF TRUST | $2.7M | 1.88% | 91,771 | 减持 |
| 13 | TFC | TRUIST FINL CORP | $2.6M | 1.85% | 52,525 | 持平 |
| 14 | VIOG | VANGUARD ADMIRAL FDS INC | $2.6M | 1.85% | 17,027 | 减持 |
| 15 | VTI | VANGUARD INDEX FDS | $2.5M | 1.75% | 6,700 | 增持 |
| 16 | VIOV | VANGUARD ADMIRAL FDS INC | $2.4M | 1.70% | 20,461 | 减持 |
| 17 | VOE | VANGUARD INDEX FDS | $2.2M | 1.57% | 11,227 | 减持 |
| 18 | DFEM | DIMENSIONAL ETF TRUST | $2.1M | 1.51% | 52,420 | 减持 |
| 19 | IVOG | VANGUARD ADMIRAL FDS INC | $2.0M | 1.43% | 13,846 | 增持 |
| 20 | SCHP | SCHWAB STRATEGIC TR | $1.9M | 1.32% | 70,531 | 增持 |
| 21 | BLV | VANGUARD BD INDEX FDS | $1.8M | 1.29% | 26,508 | 减持 |
| 22 | IAGG | ISHARES TR | $1.8M | 1.29% | 36,022 | 增持 |
| 23 | DISV | DIMENSIONAL ETF TRUST | $1.6M | 1.11% | 39,249 | 减持 |
| 24 | BNDX | VANGUARD CHARLOTTE FDS | $1.5M | 1.09% | 31,899 | 减持 |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.5M | 1.07% | 3,033 | 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