Walden Wealth Partners LLC 13F 持仓 · 最近申报 2024年Q2
Walden Wealth Partners 在 2024年Q2（报告期截至 2024-06-30）的 SEC 13F 申报中报告了 87 只证券，申报市值合计 1.79 亿美元。前几大持仓：DFAC（15.12%）、MSFT（11.58%）、AGG（6.29%）。本季前 25 大持仓中：增持 16 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $27.1M | 15.12% | 840,299 | 减持 |
| 2 | MSFT | MICROSOFT CORP | $20.7M | 11.58% | 46,425 | 减持 |
| 3 | AGG | ISHARES TR | $11.3M | 6.29% | 116,038 | 增持 |
| 4 | DFUS | DIMENSIONAL ETF TRUST | $10.0M | 5.56% | 169,322 | 增持 |
| 5 | DFAU | DIMENSIONAL ETF TRUST | $9.3M | 5.22% | 249,371 | 增持 |
| 6 | DIHP | DIMENSIONAL ETF TRUST | $9.0M | 5.02% | 341,981 | 增持 |
| 7 | MGV | VANGUARD WORLD FD | $7.9M | 4.40% | 66,481 | 增持 |
| 8 | AAPL | APPLE INC | $7.7M | 4.33% | 36,789 | 增持 |
| 9 | DUHP | DIMENSIONAL ETF TRUST | $5.6M | 3.11% | 174,403 | 增持 |
| 10 | DFAX | DIMENSIONAL ETF TRUST | $5.2M | 2.89% | 203,356 | 增持 |
| 11 | VUG | VANGUARD INDEX FDS | $4.7M | 2.62% | 12,536 | 增持 |
| 12 | DFAI | DIMENSIONAL ETF TRUST | $4.0M | 2.24% | 135,083 | 增持 |
| 13 | GOOG | ALPHABET INC | $3.4M | 1.91% | 18,647 | 增持 |
| 14 | DEHP | DIMENSIONAL ETF TRUST | $2.9M | 1.62% | 111,306 | 增持 |
| 15 | GBIL | GOLDMAN SACHS ETF TR | $2.9M | 1.62% | 29,020 | 减持 |
| 16 | PG | PROCTER AND GAMBLE CO | $2.7M | 1.49% | 16,191 | 减持 |
| 17 | ACN | ACCENTURE PLC IRELAND | $2.6M | 1.47% | 8,663 | 持平 |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.3M | 1.26% | 5,560 | 持平 |
| 19 | SPY | SPDR S&P 500 ETF TR | $1.9M | 1.06% | 3,482 | 持平 |
| 20 | ADBE | ADOBE INC | $1.9M | 1.05% | 3,381 | 持平 |
| 21 | VTEB | VANGUARD MUN BD FDS | $1.6M | 0.90% | 32,203 | 增持 |
| 22 | DFAS | DIMENSIONAL ETF TRUST | $1.4M | 0.77% | 22,834 | 增持 |
| 23 | IJH | ISHARES TR | $1.3M | 0.71% | 21,615 | 增持 |
| 24 | MDY | SPDR S&P MIDCAP 400 ETF TR | $1.1M | 0.63% | 2,122 | 持平 |
| 25 | VTI | VANGUARD INDEX FDS | $1.1M | 0.63% | 4,186 | 增持 |
来源：SEC 13F 申报文件 · 截至 2024-06-30
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