Elser Financial Planning, Inc
INDIANAPOLIS IN · SEC CIK 0002028202
$23.06亿2026Q2 申报市值
124持仓数
86.9%前十大占比 · 第一大 58.1%
9 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DFCF 加仓+$917.17万
DFGX 加仓+$381.44万
VOO 加仓+$252.06万
DFIC 加仓+$137.05万
VTEI 加仓+$130.45万
2026Q2 卖出最多 按季末市值估算
MBIN 减仓-$872.38万
LLY 减仓-$817.66万
SPY 清仓-$451.40万
LIBERTY BROADBAN 清仓-$159.20万
DIMENSIONAL ETF 减仓-$134.40万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BRO | BROWN & BROWN INC | $189.25万 | 0.08% | 29,501 | -11 | -0.0% | -$706 | 减仓 |
| MSFT | MICROSOFT CORP | $190.59万 | 0.08% | 5,109 | -846 | -14.2% | -$31.56万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $193.55万 | 0.08% | 5,783 | 0 | 0.0% | — | 不变 |
| VTEI | VANGUARD MUN BD FDS | $201.45万 | 0.09% | 19,952 | 12,920 | 183.7% | $130.45万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $212.16万 | 0.09% | 2,268 | -152 | -6.3% | -$14.22万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $215.38万 | 0.09% | 10,764 | -215 | -2.0% | -$4.30万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $216.99万 | 0.09% | 8,544 | 23 | 0.3% | $5,841 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $217.25万 | 0.09% | 43,641 | -538 | -1.2% | -$2.68万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $233.11万 | 0.10% | 29,497 | -1,744 | -5.6% | -$13.78万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $235.85万 | 0.10% | 7,205 | -748 | -9.4% | -$24.48万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $248.78万 | 0.11% | 89,813 | -1,381 | -1.5% | -$3.83万 | 减仓 |
| VB | VANGUARD INDEX FDS | $298.54万 | 0.13% | 9,849 | 1,823 | 22.7% | $55.26万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $303.49万 | 0.13% | 104,795 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $348.62万 | 0.15% | 96,489 | -2,332 | -2.4% | -$8.43万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $394.62万 | 0.17% | 134,087 | -50 | -0.0% | -$1,472 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $537.44万 | 0.23% | 106,255 | 16,556 | 18.5% | $83.74万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $617.10万 | 0.27% | 126,249 | -465 | -0.4% | -$2.27万 | 减仓 |
| SUSB | ISHARES TR | $646.41万 | 0.28% | 258,666 | -13,716 | -5.0% | -$34.28万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $669.39万 | 0.29% | 162,277 | -1,599 | -1.0% | -$6.60万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $672.03万 | 0.29% | 167,131 | -3,162 | -1.9% | -$12.71万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $690.58万 | 0.30% | 174,653 | 14,081 | 8.8% | $55.68万 | 加仓 |
| AAPL | APPLE INC | $744.66万 | 0.32% | 25,735 | -1,913 | -6.9% | -$55.35万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $834.24万 | 0.36% | 101,762 | -1,001 | -1.0% | -$8.21万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $959.75万 | 0.42% | 13,974 | 3,670 | 35.6% | $252.06万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1,023.28万 | 0.44% | 353,220 | -11,102 | -3.0% | -$32.16万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $1,081.32万 | 0.47% | 239,760 | 6,601 | 2.8% | $29.77万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $1,132.63万 | 0.49% | 242,897 | 16,858 | 7.5% | $78.61万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,892.98万 | 0.82% | 513,837 | -4,183 | -0.8% | -$15.41万 | 减仓 |
| LLY | ELI LILLY & CO | $2,279.78万 | 0.99% | 19,007 | -6,817 | -26.4% | -$817.66万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,459.65万 | 1.07% | 589,420 | 27,396 | 4.9% | $114.32万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,505.05万 | 1.09% | 358,376 | -10,877 | -2.9% | -$76.03万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3,582.55万 | 1.55% | 923,575 | 11,732 | 1.3% | $45.51万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $3,810.89万 | 1.65% | 798,092 | 25,379 | 3.3% | $121.18万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $4,175.17万 | 1.81% | 779,026 | 71,171 | 10.1% | $381.44万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $4,220.52万 | 1.83% | 1,038,515 | -5,476 | -0.5% | -$22.25万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $4,440.97万 | 1.93% | 539,346 | -16,322 | -2.9% | -$134.40万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $4,855.58万 | 2.11% | 882,671 | -9,309 | -1.0% | -$51.21万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $7,545.56万 | 3.27% | 920,864 | -10,167 | -1.1% | -$83.31万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $8,224.09万 | 3.57% | 2,207,216 | 36,783 | 1.7% | $137.05万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1.03亿 | 4.46% | 1,989,838 | 8,326 | 0.4% | $43.04万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1.86亿 | 8.09% | 4,417,313 | 217,288 | 5.2% | $917.17万 | 加仓 |
| MBIN | MERCHANTS BANCORP IND | $13.40亿 | 58.14% | 26,808,625 | -174,476 | -0.6% | -$872.38万 | 减仓 |