Weinberger Asset Management, Inc 13F 持仓 · 2026年Q2
Weinberger Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 101 只证券，申报市值合计 3.12 亿美元。前几大持仓：VTI（12.37%）、PM（7.78%）、SCHG（6.14%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $38.6M | 12.37% | 104,758 | 增持 |
| 2 | PM | PHILIP MORRIS INTL INC | $24.2M | 7.78% | 127,059 | 增持 |
| 3 | SCHG | SCHWAB STRATEGIC TR | $19.1M | 6.14% | 560,085 | 增持 |
| 4 | DFAU | DIMENSIONAL ETF TRUST | $16.6M | 5.33% | 321,265 | 增持 |
| 5 | VBR | VANGUARD INDEX FDS | $14.9M | 4.79% | 61,043 | 增持 |
| 6 | SCHB | SCHWAB STRATEGIC TR | $14.3M | 4.59% | 495,593 | 增持 |
| 7 | VTV | VANGUARD INDEX FDS | $12.5M | 4.01% | 56,837 | 增持 |
| 8 | DUHP | DIMENSIONAL ETF TRUST | $11.9M | 3.81% | 288,943 | 增持 |
| 9 | VOE | VANGUARD INDEX FDS | $8.6M | 2.77% | 42,127 | 增持 |
| 10 | DFUV | DIMENSIONAL ETF TRUST | $8.5M | 2.74% | 153,561 | 增持 |
| 11 | VUG | VANGUARD INDEX FDS | $8.5M | 2.73% | 99,821 | 增持 |
| 12 | SCHF | SCHWAB STRATEGIC TR | $8.5M | 2.71% | 308,272 | 增持 |
| 13 | SCHV | SCHWAB STRATEGIC TR | $8.3M | 2.66% | 243,729 | 减持 |
| 14 | DFAT | DIMENSIONAL ETF TRUST | $7.0M | 2.23% | 98,455 | 增持 |
| 15 | BAC | BANK OF AMER CORP | $6.1M | 1.96% | 98,910 | 增持 |
| 16 | IWP | ISHARES TR | $6.0M | 1.92% | 43,606 | 增持 |
| 17 | IYW | ISHARES TR | $5.8M | 1.86% | 24,422 | 增持 |
| 18 | DFAI | DIMENSIONAL ETF TRUST | $5.3M | 1.69% | 125,152 | 增持 |
| 19 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.4M | 1.40% | 76,226 | 增持 |
| 20 | GE | GE AEROSPACE | $4.2M | 1.33% | 11,540 | 减持 |
| 21 | IJK | ISHARES TR | $4.0M | 1.27% | 35,531 | 减持 |
| 22 | AAPL | APPLE INC | $3.9M | 1.25% | 12,598 | 增持 |
| 23 | VEA | VANGUARD TAX-MANAGED FDS | $3.8M | 1.23% | 54,337 | 减持 |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $3.5M | 1.13% | 4,711 | 减持 |
| 25 | VIG | VANGUARD SPECIALIZED FUNDS | $2.7M | 0.88% | 11,394 | 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