McIlrath & Eck, LLC
ARLINGTON WA · SEC CIK 0001701714
$13.49亿2026Q1 申报市值
1,637持仓数
39.8%前十大占比 · 第一大 5.3%
737 / 92新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VANGUARD CORE BO 新建仓+$3,665.91万
DFA INTERNATIONA 新建仓+$3,011.53万
DFA U.S. SMALL-C 新建仓+$2,019.17万
DFA INVESTMENT G 新建仓+$1,680.03万
AMERICAN BOND FU 新建仓+$1,397.73万
2026Q1 卖出最多 按季末市值估算
VO 减仓-$846.09万
VGSH 减仓-$527.39万
EA SER TR STRIVE 减仓-$235.36万
UMH 减仓-$149.03万
AFL 减仓-$143.71万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS VANGUARD GROWTH ETF | $7,161.70万 | 5.31% | 163,962 | 1,687 | 1.0% | $73.69万 | 加仓 |
| — | EA SER TR STRIVE TOTAL RETURN BD ETF | $7,150.38万 | 5.30% | 3,590,574 | 98,913 | 2.8% | $196.98万 | 加仓 |
| DFSD | DIMENSIONAL ETF TR SHORT DURATION FXD INCOME ETF | $6,211.49万 | 4.60% | 1,297,305 | 165,524 | 14.6% | $792.53万 | 加仓 |
| VTV | VANGUARD INDEX FDS VANGUARD VALUE ETF | $5,972.69万 | 4.43% | 304,419 | 10,240 | 3.5% | $200.91万 | 加仓 |
| AVMC | AMERICAN CENTY ETF TR AVANTIS U S MID CAP EQUITY ETF | $5,513.58万 | 4.09% | 763,230 | 18,674 | 2.5% | $134.90万 | 加仓 |
| DFAI | DIMENSIONAL ETF TR INTL CORE ETF | $5,427.91万 | 4.02% | 1,393,201 | -2,617 | -0.2% | -$10.20万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $4,610.23万 | 3.42% | 124,543 | 18,127 | 17.0% | $671.01万 | 加仓 |
| FDVV | FIDELITY COVINGTON TR HIGH DIVID ETF | $4,071.13万 | 3.02% | 736,989 | 56,295 | 8.3% | $310.97万 | 加仓 |
| VV | VANGUARD INDEX FDS VANGUARD LARGE-CAP ETF | $3,942.96万 | 2.92% | 131,938 | 7,115 | 5.7% | $212.63万 | 加仓 |
| BUXX | EA SER TR STRIVE ENHANCED INCOME SHORT MAT ETF | $3,688.52万 | 2.73% | 1,821,941 | 6,800 | 0.4% | $13.77万 | 加仓 |
| — | VANGUARD CORE BOND FUND ADMIRAL SHARES | $3,665.91万 | 2.72% | 2,033,226 | 2,033,226 | — | $3,665.91万 | 新建仓 |
| — | EA SER TR STRIVE EMERGING MARKETS EX-CHINA ETF | $3,224.09万 | 2.39% | 824,998 | -60,225 | -6.8% | -$235.36万 | 减仓 |
| — | DFA INTERNATIONAL CORE EQUITY 2 PORTFOLIO INSTITUTIONAL CLASS | $3,011.53万 | 2.23% | 1,446,459 | 1,446,459 | — | $3,011.53万 | 新建仓 |
| VWOB | VANGUARD WHITEHALL FDS EMERGING MKT GOVT BD INDEX FD ETF CL | $2,722.17万 | 2.02% | 414,396 | 27,862 | 7.2% | $183.03万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR INTL EQUITY ETF | $2,521.09万 | 1.87% | 1,018,620 | 15,048 | 1.5% | $37.24万 | 加仓 |
| IDMO | INVESCO EXCHANGE-TRADED FD TR II S&P INTL DEV MOMENTUM ETF | $2,498.07万 | 1.85% | 455,519 | 13,686 | 3.1% | $75.05万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS CORE BD ETF | $2,377.39万 | 1.76% | 307,236 | 82,882 | 36.9% | $641.34万 | 加仓 |
| CGSD | CAPITAL GROUP FIXED INCOME ETF TR SHORT DURATION INCOME ETF | $2,234.60万 | 1.66% | 866,459 | -11,717 | -1.3% | -$30.22万 | 减仓 |
| VNQ | VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF | $2,111.44万 | 1.56% | 238,042 | 5,202 | 2.2% | $46.14万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR AVANTIS U S LARGE CAP VALUE ETF | $2,020.20万 | 1.50% | 250,614 | -3,867 | -1.5% | -$31.17万 | 减仓 |
| — | DFA U.S. SMALL-CAP VALUE PORTFOLIO INSTITUTIONAL CLASS | $2,019.17万 | 1.50% | 367,323 | 367,323 | — | $2,019.17万 | 新建仓 |
| PRF | INVESCO EXCHANGE-TRADED FD TR FTSE RAFI US 1000 ETF | $1,907.22万 | 1.41% | 401,266 | -17,043 | -4.1% | -$81.01万 | 减仓 |
| VB | VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF | $1,902.02万 | 1.41% | 72,618 | 3,061 | 4.4% | $80.17万 | 加仓 |
| — | N/A | $1,823.47万 | 1.35% | 0 | 0 | — | — | 清仓 |
| QQQ | INVESCO QQQ TR UNIT SER 1 | $1,782.94万 | 1.32% | 30,891 | 7,256 | 30.7% | $418.80万 | 加仓 |
| SIVR | ABERDEEN STD SILVER ETF TR PHYSICAL SILVER SHS ETF | $1,688.40万 | 1.25% | 235,777 | -6,393 | -2.6% | -$45.78万 | 减仓 |
| — | DFA INVESTMENT GRADE PORTFOLIO | $1,680.03万 | 1.25% | 1,660,108 | 1,660,108 | — | $1,680.03万 | 新建仓 |
| VO | VANGUARD INDEX FDS VANGUARD MID-CAP ETF | $1,670.66万 | 1.24% | 58,175 | -29,462 | -33.6% | -$846.09万 | 减仓 |
| AAPL | APPLE INC COM | $1,493.95万 | 1.11% | 58,866 | 5,378 | 10.1% | $136.49万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR AVANTIS U S SMALL CAP VALUE ETF | $1,433.57万 | 1.06% | 129,770 | 1,600 | 1.2% | $17.68万 | 加仓 |
| — | AMERICAN BOND FUND OF AMERICA CLASS F2 | $1,397.73万 | 1.04% | 1,235,837 | 1,235,837 | — | $1,397.73万 | 新建仓 |
| — | DIMENSIONAL ETF TR DIMENSIONAL US SMALL CAP VALUE ETF | $1,189.11万 | 0.88% | 339,357 | 22,639 | 7.1% | $79.33万 | 加仓 |
| DEXC | DIMENSIONAL ETF TR DIMENSIONAL EMERGING MKTS EX CHINA CORE EQUITY ETF | $1,168.27万 | 0.87% | 180,122 | 1,307 | 0.7% | $8.48万 | 加仓 |
| — | VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND ADMIRAL SHARES | $1,005.46万 | 0.75% | 523,951 | 523,951 | — | $1,005.46万 | 新建仓 |
| — | VANGUARD WORLD FD EMERGING MKTS EX-CHINA ETF | $946.94万 | 0.70% | 116,346 | 2,278 | 2.0% | $18.54万 | 加仓 |
| IUS | INVESCO EXCHANGE-TRADED SELF-INDEXED FD TR RAFI STRATEGIC US | $897.87万 | 0.67% | 155,035 | 5,798 | 3.9% | $33.58万 | 加仓 |
| VDC | VANGUARD WORLD FDS VANGUARD CONSUMER STAPLES ETF | $854.80万 | 0.63% | 38,061 | 1,166 | 3.2% | $26.19万 | 加仓 |
| VPU | VANGUARD WORLD FDS VANGUARD UTILS ETF | $846.58万 | 0.63% | 42,727 | 479 | 1.1% | $9.49万 | 加仓 |
| VTI | VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $791.22万 | 0.59% | 24,663 | -134 | -0.5% | -$4.30万 | 减仓 |
| VHT | VANGUARD WORLD FDS VANGUARD HEALTH CARE ETF | $764.59万 | 0.57% | 28,076 | 612 | 2.2% | $16.67万 | 加仓 |
| STIP | ISHARES TR 0-5 YR TIPS BD ETF | $681.97万 | 0.51% | 65,935 | -3,369 | -4.9% | -$34.85万 | 减仓 |
| — | DFA EMERGING MARKETS EX-CHINA CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | $660.34万 | 0.49% | 505,230 | 505,230 | — | $660.34万 | 新建仓 |
| COST | COSTCO WHSL CORP NEW COM | $646.21万 | 0.48% | 6,485 | 64 | 1.0% | $6.38万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $632.64万 | 0.47% | 13,202 | 219 | 1.7% | $10.49万 | 加仓 |
| IWY | ISHARES TR RUSSELL 200 GROWTH NDEX FD | $588.83万 | 0.44% | 23,663 | 829 | 3.6% | $20.63万 | 加仓 |
| — | AMERICAN TAX-EXEMPT BOND FUND OF AMERICA CLASS F2 | $575.30万 | 0.43% | 464,704 | 464,704 | — | $575.30万 | 新建仓 |
| GOOG | ALPHABET INC CAP STK CL C | $512.37万 | 0.38% | 17,861 | 4 | 0.0% | $1,147 | 加仓 |
| — | DFA U.S. HIGH RELATIVE PROFITABILITY PORTFOLIO | $511.90万 | 0.38% | 193,169 | 193,169 | — | $511.90万 | 新建仓 |
| EMXC | ISHARES INC MSCI EMERGING MKTS EX CHINA ETF | $509.14万 | 0.38% | 64,727 | -5,384 | -7.7% | -$42.35万 | 减仓 |
| PHYS | SPROTT PHYSICAL GOLD TR UNIT ISIN CA85207H1047 | $488.96万 | 0.36% | 137,968 | 137,968 | — | $488.96万 | 新建仓 |
| TIPX | SPDR SER TR STATE STREET SPDR BLOOMBERG 1-10 YR TIPS ETF | $460.68万 | 0.34% | 240,061 | 240,061 | — | $460.68万 | 新建仓 |
| VFIAX | VANGUARD 500 INDEX FUND ADMIRAL SHARES | $446.43万 | 0.33% | 7,410 | 7,410 | — | $446.43万 | 新建仓 |
| AMZN | AMAZON COM INC COM | $437.74万 | 0.32% | 21,018 | -421 | -2.0% | -$8.77万 | 减仓 |
| — | DFA U.S. MICRO-CAP PORTFOLIO INSTITUTIONAL CLASS | $427.56万 | 0.32% | 130,672 | 130,672 | — | $427.56万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF | $379.23万 | 0.28% | 78,924 | 31,029 | 64.8% | $149.10万 | 加仓 |
| — | NOLOAD VARIABLE ANNUITY | $364.91万 | 0.27% | 1 | 1 | — | $364.91万 | 新建仓 |
| NVDA | NVIDIA CORP COM | $360.89万 | 0.27% | 20,693 | 1,630 | 8.6% | $28.43万 | 加仓 |
| — | CASCADE PRIVATE CAPITAL FUND CLASS I | $326.69万 | 0.24% | 159,906 | 159,906 | — | $326.69万 | 新建仓 |
| IVV | ISHARES TR CORE S&P 500 ETF | $324.58万 | 0.24% | 4,969 | -188 | -3.6% | -$12.28万 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $319.60万 | 0.24% | 13,908 | 181 | 1.3% | $4.16万 | 加仓 |
| DUSB | DIMENSIONAL ETF TR ULTRASHORT FIXED INCOME ETF | $304.06万 | 0.23% | 59,961 | 20,532 | 52.1% | $104.12万 | 加仓 |
| PCAR | PACCAR INC COM | $297.14万 | 0.22% | 25,726 | -2,284 | -8.2% | -$26.38万 | 减仓 |
| IAGG | ISHARES TR CORE INTL AGGREGATE BD ETF | $294.75万 | 0.22% | 58,904 | 6,081 | 11.5% | $30.43万 | 加仓 |
| — | CLIFFWATER CORPORATE LENDING FUND CLASS I | $288.59万 | 0.21% | 273,805 | 273,805 | — | $288.59万 | 新建仓 |
| GOOGL | ALPHABET INC CL A | $286.85万 | 0.21% | 9,975 | -172 | -1.7% | -$4.95万 | 减仓 |
| — | INVESCO CALIFORNIA MUNICIPAL FUND CLASS Y | $284.92万 | 0.21% | 366,223 | 366,223 | — | $284.92万 | 新建仓 |
| CMF | ISHARES TR CALIF MUNI BD ETF FD | $276.41万 | 0.20% | 48,612 | 4,845 | 11.1% | $27.55万 | 加仓 |
| — | BLACKROCK CALIFORNIA MUNICIPAL OPPORTUNITIES FUND INSTITUTIONAL CLASS | $262.00万 | 0.19% | 222,414 | 222,414 | — | $262.00万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF TR TR UNIT | $253.65万 | 0.19% | 3,900 | -350 | -8.2% | -$22.76万 | 减仓 |
| PDBC | INVESCO ACTIVELY MANAGED EXCHANGE-TRADED COMMODITY FD OPTIMUM DIVSF COMMODITY STRATEGY NO K1 ETF | $251.53万 | 0.19% | 145,227 | 145,227 | — | $251.53万 | 新建仓 |
| — | AMERICAN INCOME FUND OF AMERICA CLASS F3 | $251.15万 | 0.19% | 94,241 | 94,241 | — | $251.15万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TR U S EQUITY MKT ETF | $235.70万 | 0.17% | 33,239 | 27,520 | 481.2% | $195.15万 | 加仓 |
| — | AMERICAN WASHINGTON MUTUAL INVESTORS FUND CLASS F2 | $230.51万 | 0.17% | 36,693 | 36,693 | — | $230.51万 | 新建仓 |
| — | VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL SHARES | $216.70万 | 0.16% | 13,870 | 13,870 | — | $216.70万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO COM | $204.02万 | 0.15% | 6,936 | -132 | -1.9% | -$3.88万 | 减仓 |
| VFVA | VANGUARD WELLINGTON FD U S VALUE FACTOR ETF | $203.55万 | 0.15% | 15,121 | -2,438 | -13.9% | -$32.82万 | 减仓 |
| — | VANGUARD CASH RESERVES FEDERAL MONEY MARKET FUND ADMIRAL SHARES | $202.83万 | 0.15% | 2,028,308 | 2,028,308 | — | $202.83万 | 新建仓 |
| UMH | UMH PPTYS INC COM | $198.96万 | 0.15% | 137,878 | -103,280 | -42.8% | -$149.03万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX FD ETF | $185.08万 | 0.14% | 37,098 | 1,847 | 5.2% | $9.21万 | 加仓 |
| SBIL | SIMPLIFY EXCHANGE TRADED FDS GOVT MONEY MKT ETF | $179.95万 | 0.13% | 17,985 | 12,798 | 246.7% | $128.05万 | 加仓 |
| — | EA SER TR STRIVE NAT RES & SEC ETF | $169.39万 | 0.13% | 37,286 | 5,768 | 18.3% | $26.20万 | 加仓 |
| — | VANGUARD STRATEGIC SMALL-CAP EQUITY FUND INVESTOR SHARES | $162.03万 | 0.12% | 37,454 | 37,454 | — | $162.03万 | 新建仓 |
| TSLA | TESLA INC COM | $161.34万 | 0.12% | 4,340 | 56 | 1.3% | $2.08万 | 加仓 |
| — | DFA U.S. CORE EQUITY 1 PORTFOLIO INSTITUTIONAL CLASS | $161.08万 | 0.12% | 33,138 | 33,138 | — | $161.08万 | 新建仓 |
| META | META PLATFORMS INC CL A | $140.33万 | 0.10% | 2,453 | 189 | 8.3% | $10.81万 | 加仓 |
| CALI | BLACKROCK ETF TR II ISHARES SHORT TERM CALIF MUNI ACTIVE ETF | $138.97万 | 0.10% | 27,557 | 27,557 | — | $138.97万 | 新建仓 |
| — | DFA INVT DIMENSIONS GROUP INC US MICRO CAP PORT ETF CL SHS | $124.13万 | 0.09% | 24,405 | 24,405 | — | $124.13万 | 新建仓 |
| CVX | CHEVRON CORP NEW COM | $122.82万 | 0.09% | 5,936 | 2,769 | 87.4% | $57.29万 | 加仓 |
| — | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ADMIRAL SHARES | $121.84万 | 0.09% | 29,572 | 29,572 | — | $121.84万 | 新建仓 |
| IXUS | ISHARES TR CORE MSCI TOTAL INTL STK ETF | $116.97万 | 0.09% | 13,500 | -567 | -4.0% | -$4.91万 | 减仓 |
| GLD | SPDR GOLD TR GOLD SHS | $109.21万 | 0.08% | 2,538 | 1,828 | 257.5% | $78.66万 | 加仓 |
| PULS | PGIM ETF TR ULTRA SHORT BD ETF | $103.87万 | 0.08% | 20,983 | -93 | -0.4% | -$4,604 | 减仓 |
| — | AVE MARIA BOND FUND | $102.87万 | 0.08% | 83,026 | 83,026 | — | $102.87万 | 新建仓 |
| — | VANGUARD WELLINGTON FUND | $99.53万 | 0.07% | 23,157 | 23,157 | — | $99.53万 | 新建仓 |
| PG | PROCTER & GAMBLE CO COM | $98.46万 | 0.07% | 6,817 | 736 | 12.1% | $10.63万 | 加仓 |
| BA | BOEING CO COM | $98.26万 | 0.07% | 4,937 | 421 | 9.3% | $8.38万 | 加仓 |
| HD | HOME DEPOT INC COM | $97.97万 | 0.07% | 2,979 | -275 | -8.5% | -$9.04万 | 减仓 |
| — | EXXON MOBIL CORP COM | $97.21万 | 0.07% | 5,730 | -232 | -3.9% | -$3.94万 | 减仓 |
| IWF | ISHARES TR RUSSELL 1000 GROWTH ETF | $97.01万 | 0.07% | 2,275 | 299 | 15.1% | $12.75万 | 加仓 |
| EFA | ISHARES TR MSCI EAFE ETF | $96.91万 | 0.07% | 9,978 | 0 | 0.0% | — | 不变 |