Vistica Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Vistica Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 54 只证券，申报市值合计 1.16 亿美元。前几大持仓：DFAC（20.19%）、BSVO（15.24%）、DFIV（6.15%）。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 | DFAC | DIMENSIONAL ETF TRUST | $23.3M | 20.19% | 526,146 | 增持 |
| 2 | BSVO | EA SERIES TRUST | $17.6M | 15.24% | 603,279 | 增持 |
| 3 | DFIV | DIMENSIONAL ETF TRUST | $7.1M | 6.15% | 131,563 | 增持 |
| 4 | DFEM | DIMENSIONAL ETF TRUST | $6.7M | 5.83% | 165,834 | 增持 |
| 5 | DISV | DIMENSIONAL ETF TRUST | $6.6M | 5.70% | 164,283 | 增持 |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | $5.8M | 5.00% | 98,009 | 增持 |
| 7 | BSV | VANGUARD BD INDEX FDS | $4.6M | 3.99% | 59,181 | 增持 |
| 8 | DFAT | DIMENSIONAL ETF TRUST | $4.1M | 3.57% | 59,060 | 减持 |
| 9 | DFUV | DIMENSIONAL ETF TRUST | $4.0M | 3.47% | 72,988 | 增持 |
| 10 | DFIC | DIMENSIONAL ETF TRUST | $3.5M | 3.00% | 93,031 | 减持 |
| 11 | VTIP | VANGUARD MALVERN FDS | $2.9M | 2.51% | 57,750 | 增持 |
| 12 | DFAX | DIMENSIONAL ETF TRUST | $2.6M | 2.26% | 70,944 | 减持 |
| 13 | AVDV | AMERICAN CENTY ETF TR | $2.2M | 1.87% | 20,965 | 减持 |
| 14 | COLB | COLUMBIA BKG SYS INC | $2.1M | 1.82% | 65,625 | 增持 |
| 15 | ITOT | ISHARES TR | $2.1M | 1.82% | 12,819 | 减持 |
| 16 | DFGR | DIMENSIONAL ETF TRUST | $2.0M | 1.69% | 67,497 | 减持 |
| 17 | AVUV | AMERICAN CENTY ETF TR | $1.2M | 1.07% | 9,934 | 增持 |
| 18 | MU | MICRON TECHNOLOGY INC | $1.1M | 0.98% | 984 | 减持 |
| 19 | DFNM | DIMENSIONAL ETF TRUST | $1.0M | 0.88% | 21,078 | 增持 |
| 20 | DUHP | DIMENSIONAL ETF TRUST | $996,638 | 0.86% | 23,883 | 减持 |
| 21 | IDEV | ISHARES TR | $984,755 | 0.85% | 11,063 | 减持 |
| 22 | AAPL | APPLE INC | $906,181 | 0.78% | 3,132 | 增持 |
| 23 | DFUS | DIMENSIONAL ETF TRUST | $866,352 | 0.75% | 10,573 | 减持 |
| 24 | IEMG | ISHARES INC | $787,477 | 0.68% | 9,506 | 减持 |
| 25 | IVLU | ISHARES TR | $711,986 | 0.62% | 17,025 | 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