Waterford Advisors, LLC 13F 持仓 · 2026年Q2
Waterford Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 64 只证券，申报市值合计 3.66 亿美元。前几大持仓：IVV（19.02%）、VTV（9.63%）、VUG（9.07%）。本季前 25 大持仓中：增持 16 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $69.7M | 19.02% | 93,087 | 增持 |
| 2 | VTV | VANGUARD INDEX FDS | $35.3M | 9.63% | 161,913 | 增持 |
| 3 | VUG | VANGUARD INDEX FDS | $33.2M | 9.07% | 385,700 | 增持 |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $28.8M | 7.87% | 404,761 | 增持 |
| 5 | DFNM | DIMENSIONAL ETF TRUST | $28.8M | 7.85% | 545,339 | 增持 |
| 6 | SCHA | SCHWAB STRATEGIC TR | $25.4M | 6.93% | 702,414 | 增持 |
| 7 | BSV | VANGUARD BD INDEX FDS | $20.4M | 5.57% | 421,601 | 增持 |
| 8 | BLV | VANGUARD BD INDEX FDS | $16.3M | 4.46% | 209,762 | 增持 |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $12.6M | 3.45% | 211,867 | 增持 |
| 10 | BND | VANGUARD BD INDEX FDS | $11.8M | 3.21% | 170,811 | 增持 |
| 11 | DFSV | DIMENSIONAL ETF TRUST | $11.4M | 3.12% | 288,532 | 增持 |
| 12 | SCHH | SCHWAB STRATEGIC TR | $9.9M | 2.71% | 429,163 | 增持 |
| 13 | REET | ISHARES TR | $9.8M | 2.69% | 356,526 | 增持 |
| 14 | SCHF | SCHWAB STRATEGIC TR | $5.9M | 1.60% | 211,231 | 持平 |
| 15 | VOT | VANGUARD INDEX FDS | $5.7M | 1.56% | 20,897 | 减持 |
| 16 | SCHG | SCHWAB STRATEGIC TR | $5.1M | 1.40% | 147,643 | 持平 |
| 17 | CBSH | COMMERCE BANCSHARES INC | $3.0M | 0.82% | 44,863 | 持平 |
| 18 | RTX | RTX CORPORATION | $2.9M | 0.79% | 15,255 | 增持 |
| 19 | RSP | INVESCO EXCHANGE TRADED FD T | $2.8M | 0.76% | 13,024 | 减持 |
| 20 | AAPL | APPLE INC | $2.5M | 0.69% | 8,679 | 增持 |
| 21 | KEY | KEYCORP | $1.6M | 0.44% | 69,833 | 持平 |
| 22 | VNQ | VANGUARD INDEX FDS | $1.6M | 0.44% | 16,744 | 增持 |
| 23 | PGR | PROGRESSIVE CORP | $1.5M | 0.40% | 6,780 | 减持 |
| 24 | NVDA | NVIDIA CORPORATION | $1.2M | 0.34% | 6,155 | 减持 |
| 25 | SCHV | SCHWAB STRATEGIC TR | $1.2M | 0.32% | 32,703 | 减持 |
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