Wrenne Financial Planning LLC 13F 持仓 · 2026年Q2
Wrenne Financial Planning 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 60 只证券，申报市值合计 2.96 亿美元。前几大持仓：VTI（21.65%）、VEU（16.75%）、SLYV（7.81%）。本季前 25 大持仓中：增持 14 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $64.1M | 21.65% | 173,215 | 增持 |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | $49.6M | 16.75% | 592,109 | 增持 |
| 3 | SLYV | SPDR SERIES TRUST | $23.1M | 7.81% | 211,985 | 增持 |
| 4 | VNQ | VANGUARD INDEX FDS | $21.1M | 7.13% | 219,084 | 增持 |
| 5 | BND | VANGUARD BD INDEX FDS | $16.5M | 5.56% | 224,108 | 增持 |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $15.8M | 5.34% | 265,063 | 增持 |
| 7 | VXUS | VANGUARD STAR FDS | $14.1M | 4.75% | 164,437 | 增持 |
| 8 | SCHB | SCHWAB STRATEGIC TR | $13.4M | 4.53% | 462,970 | 增持 |
| 9 | VBR | VANGUARD INDEX FDS | $10.9M | 3.68% | 44,818 | 减持 |
| 10 | SPDW | SPDR INDEX SHS FDS | $10.8M | 3.63% | 213,495 | 减持 |
| 11 | MUB | ISHARES TR | $8.9M | 3.00% | 82,514 | 增持 |
| 12 | SPEM | SPDR INDEX SHS FDS | $5.9M | 2.00% | 114,545 | 减持 |
| 13 | AAPL | APPLE INC | $4.5M | 1.52% | 15,574 | 增持 |
| 14 | VTEB | VANGUARD MUN BD FDS | $4.1M | 1.39% | 81,536 | 减持 |
| 15 | SPYG | SPDR SERIES TRUST | $3.4M | 1.14% | 28,414 | 减持 |
| 16 | SCHF | SCHWAB STRATEGIC TR | $3.3M | 1.10% | 117,643 | 增持 |
| 17 | SPYV | SPDR SERIES TRUST | $2.6M | 0.86% | 42,016 | 减持 |
| 18 | SCHH | SCHWAB STRATEGIC TR | $2.4M | 0.80% | 100,039 | 增持 |
| 19 | SPTM | SPDR SERIES TRUST | $1.8M | 0.61% | 19,786 | 持平 |
| 20 | SPAB | SPDR SERIES TRUST | $1.6M | 0.54% | 63,191 | 增持 |
| 21 | VBK | VANGUARD INDEX FDS | $1.2M | 0.40% | 3,268 | 减持 |
| 22 | VBIL | VANGUARD INSTL INDEX FD | $1.1M | 0.38% | 14,783 | 减持 |
| 23 | VTWV | VANGUARD SCOTTSDALE FDS | $1.1M | 0.37% | 5,544 | 减持 |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | $971,244 | 0.33% | 13,631 | 减持 |
| 25 | MSFT | MICROSOFT CORP | $899,378 | 0.30% | 2,411 | 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