Yardley Wealth Management LLC 13F 持仓 · 2026年Q2
Yardley Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 37 只证券，申报市值合计 2.20 亿美元。前几大持仓：DFAU（17.18%）、AVDE（12.93%）、FRDM（8.04%）。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 | DFAU | DIMENSIONAL ETF TRUST | $37.8M | 17.18% | 731,553 | 增持 |
| 2 | AVDE | AMERICAN CENTY ETF TR | $28.5M | 12.93% | 319,168 | 增持 |
| 3 | FRDM | EA SERIES TRUST | $17.7M | 8.04% | 242,657 | 减持 |
| 4 | DFNM | DIMENSIONAL ETF TRUST | $15.9M | 7.21% | 328,185 | 增持 |
| 5 | DFGX | DIMENSIONAL ETF TRUST | $13.6M | 6.16% | 252,993 | 增持 |
| 6 | DFIP | DIMENSIONAL ETF TRUST | $13.0M | 5.90% | 315,060 | 增持 |
| 7 | DFCF | DIMENSIONAL ETF TRUST | $12.2M | 5.52% | 287,908 | 增持 |
| 8 | DFSD | DIMENSIONAL ETF TRUST | $11.0M | 4.99% | 229,981 | 增持 |
| 9 | DFUS | DIMENSIONAL ETF TRUST | $9.7M | 4.39% | 117,898 | 增持 |
| 10 | DISV | DIMENSIONAL ETF TRUST | $9.5M | 4.32% | 236,745 | 增持 |
| 11 | AVUV | AMERICAN CENTY ETF TR | $9.1M | 4.14% | 73,057 | 减持 |
| 12 | DFAS | DIMENSIONAL ETF TRUST | $9.1M | 4.11% | 109,981 | 增持 |
| 13 | AVLV | AMERICAN CENTY ETF TR | $8.8M | 4.02% | 96,964 | 增持 |
| 14 | AVGE | AMERICAN CENTY ETF TR | $3.4M | 1.52% | 33,830 | 增持 |
| 15 | DFGR | DIMENSIONAL ETF TRUST | $3.3M | 1.50% | 113,791 | 增持 |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | $2.8M | 1.29% | 3,812 | 增持 |
| 17 | DFAC | DIMENSIONAL ETF TRUST | $2.5M | 1.13% | 56,048 | 增持 |
| 18 | IWV | ISHARES TR | $2.4M | 1.11% | 5,741 | 减持 |
| 19 | MUB | ISHARES TR | $1.3M | 0.59% | 12,114 | 减持 |
| 20 | LMT | LOCKHEED MARTIN CORP | $1.1M | 0.51% | 2,217 | 增持 |
| 21 | EFA | ISHARES TR | $925,052 | 0.42% | 8,905 | 持平 |
| 22 | IWN | ISHARES TR | $724,430 | 0.33% | 3,275 | 持平 |
| 23 | AVUS | AMERICAN CENTY ETF TR | $656,154 | 0.30% | 5,123 | 持平 |
| 24 | VTI | VANGUARD INDEX FDS | $649,051 | 0.29% | 1,754 | 持平 |
| 25 | DCOR | DIMENSIONAL ETF TRUST | $475,976 | 0.22% | 5,806 | 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