Waller Financial Planning Group, Inc 13F 持仓 · 2026年Q3
Waller Financial Planning Group 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 78 只证券，申报市值合计 4.93 亿美元。前几大持仓：IVV（17.56%）、SPYG（9.35%）、EFV（8.82%）。本季前 25 大持仓中：增持 9 只、减持 15 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $86.5M | 17.56% | 112,983 | 增持 |
| 2 | SPYG | SPDR SERIES TRUST | $46.1M | 9.35% | 374,184 | 增持 |
| 3 | EFV | ISHARES TR | $43.5M | 8.82% | 549,236 | 增持 |
| 4 | SPYV | SPDR SERIES TRUST | $37.5M | 7.62% | 613,847 | 增持 |
| 5 | VBR | VANGUARD INDEX FDS | $35.6M | 7.23% | 154,175 | 增持 |
| 6 | EFG | ISHARES TR | $28.0M | 5.69% | 233,873 | 增持 |
| 7 | IGEB | ISHARES TR | $25.8M | 5.24% | 603,278 | 减持 |
| 8 | SPAB | SPDR SERIES TRUST | $22.7M | 4.60% | 929,817 | 减持 |
| 9 | SCHD | SCHWAB STRATEGIC TR | $20.7M | 4.20% | 635,884 | 减持 |
| 10 | SPDW | SPDR INDEX SHS FDS | $13.9M | 2.81% | 276,043 | 减持 |
| 11 | OMFL | INVESCO EXCH TRD SLF IDX FD | $12.4M | 2.52% | 178,004 | 减持 |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | $11.1M | 2.24% | 156,500 | 减持 |
| 13 | SPSM | SPDR SERIES TRUST | $10.7M | 2.17% | 201,879 | 减持 |
| 14 | VOO | VANGUARD INDEX FDS | $9.7M | 1.97% | 13,877 | 减持 |
| 15 | SPMD | SPDR SERIES TRUST | $8.9M | 1.81% | 141,256 | 减持 |
| 16 | VB | VANGUARD INDEX FDS | $8.5M | 1.73% | 29,962 | 增持 |
| 17 | AAPL | APPLE INC | $7.1M | 1.44% | 21,248 | 增持 |
| 18 | VIG | VANGUARD SPECIALIZED FUNDS | $6.9M | 1.39% | 29,436 | 减持 |
| 19 | VO | VANGUARD INDEX FDS | $6.3M | 1.28% | 80,544 | 减持 |
| 20 | MUB | ISHARES TR | $2.9M | 0.59% | 28,710 | 增持 |
| 21 | SLYV | SPDR SERIES TRUST | $2.6M | 0.52% | 24,981 | 减持 |
| 22 | SLYG | SPDR SERIES TRUST | $2.3M | 0.47% | 21,559 | 减持 |
| 23 | MDYV | SPDR SERIES TRUST | $2.2M | 0.44% | 24,656 | 持平 |
| 24 | BIV | VANGUARD BD INDEX FDS | $2.1M | 0.42% | 28,587 | 减持 |
| 25 | FLOT | ISHARES TR | $1.9M | 0.39% | 37,520 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
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