Woodside Wealth Management LLC 13F 持仓 · 2026年Q2
Woodside Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 45 只证券，申报市值合计 1.44 亿美元。前几大持仓：VOO（23.59%）、SPSB（10.63%）、VUG（7.58%）。本季前 25 大持仓中：增持 13 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $33.9M | 23.59% | 49,298 | 减持 |
| 2 | SPSB | SPDR SERIES TRUST | $15.3M | 10.63% | 508,464 | 增持 |
| 3 | VUG | VANGUARD INDEX FDS | $10.9M | 7.58% | 126,264 | 增持 |
| 4 | DFAC | DIMENSIONAL ETF TRUST | $9.7M | 6.75% | 218,412 | 减持 |
| 5 | PRF | INVESCO EXCHANGE TRADED FD T | $9.5M | 6.59% | 175,165 | 增持 |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | $7.0M | 4.89% | 138,685 | 增持 |
| 7 | GOOG | ALPHABET INC | $5.9M | 4.10% | 16,645 | 持平 |
| 8 | GOOGL | ALPHABET INC | $5.9M | 4.08% | 16,400 | 持平 |
| 9 | VTI | VANGUARD INDEX FDS | $5.0M | 3.47% | 13,468 | 减持 |
| 10 | USMV | ISHARES TR | $3.9M | 2.74% | 40,734 | 减持 |
| 11 | DFUV | DIMENSIONAL ETF TRUST | $3.4M | 2.38% | 62,171 | 减持 |
| 12 | IJR | ISHARES TR | $3.4M | 2.35% | 22,741 | 增持 |
| 13 | SCHD | SCHWAB STRATEGIC TR | $3.2M | 2.23% | 100,733 | 增持 |
| 14 | VXUS | VANGUARD STAR FDS | $2.9M | 2.02% | 33,861 | 增持 |
| 15 | BSV | VANGUARD BD INDEX FDS | $2.8M | 1.93% | 35,639 | 增持 |
| 16 | FBND | FIDELITY MERRIMACK STR TR | $2.3M | 1.63% | 51,464 | 增持 |
| 17 | DFAU | DIMENSIONAL ETF TRUST | $2.3M | 1.58% | 43,894 | 增持 |
| 18 | DFAI | DIMENSIONAL ETF TRUST | $2.0M | 1.38% | 48,153 | 增持 |
| 19 | IVV | ISHARES TR | $1.5M | 1.01% | 1,944 | 增持 |
| 20 | VTV | VANGUARD INDEX FDS | $1.4M | 0.94% | 6,203 | 持平 |
| 21 | IGSB | ISHARES TR | $1.3M | 0.93% | 25,364 | 减持 |
| 22 | IWD | ISHARES TR | $1.1M | 0.77% | 4,535 | 持平 |
| 23 | IWM | ISHARES TR | $745,116 | 0.52% | 2,480 | 持平 |
| 24 | VBR | VANGUARD INDEX FDS | $731,157 | 0.51% | 3,009 | 持平 |
| 25 | DFAE | DIMENSIONAL ETF TRUST | $640,103 | 0.45% | 15,919 | 增持 |
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