Vested Financial Planning, LLC
SAN CARLOS CA · SEC CIK 0002044679
$1.31亿2026Q1 申报市值
27持仓数
88.9%前十大占比 · 第一大 29.0%
0 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VTEB 加仓+$122.57万
VOO 加仓+$99.97万
SPDW 加仓+$56.57万
VXF 加仓+$34.33万
IUSB 加仓+$26.01万
2026Q1 卖出最多 按季末市值估算
RBLX 清仓-$36.12万
ESGD 清仓-$25.97万
JMSI 清仓-$21.02万
SUSL 减仓-$16.70万
DFAX 减仓-$12.99万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -4,458 | -100.0% | -$36.12万 | 清仓 |
| ESGD | ISHARES TR | $0 | 0.00% | 0 | -2,731 | -100.0% | -$25.97万 | 清仓 |
| JMSI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,173 | -100.0% | -$21.02万 | 清仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $21.61万 | 0.16% | 3,373 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $27.06万 | 0.21% | 2,143 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $27.40万 | 0.21% | 3,096 | 188 | 6.5% | $1.66万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $27.44万 | 0.21% | 10,324 | 975 | 10.4% | $2.59万 | 加仓 |
| SUSL | ISHARES TR | $28.96万 | 0.22% | 2,549 | -1,470 | -36.6% | -$16.70万 | 减仓 |
| VGT | VANGUARD WORLD FD | $32.16万 | 0.25% | 461 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $60.60万 | 0.46% | 1,050 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $64.60万 | 0.49% | 6,650 | 60 | 0.9% | $5,828 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $79.53万 | 0.61% | 1,223 | 14 | 1.2% | $9,104 | 加仓 |
| IAGG | ISHARES TR | $85.88万 | 0.65% | 17,163 | 3,131 | 22.3% | $15.67万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $86.18万 | 0.66% | 6,231 | 81 | 1.3% | $1.12万 | 加仓 |
| AGG | ISHARES TR | $87.42万 | 0.67% | 8,806 | 155 | 1.8% | $1.54万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $92.67万 | 0.71% | 17,165 | 624 | 3.8% | $3.37万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $141.68万 | 1.08% | 4,416 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $153.13万 | 1.17% | 33,153 | 5,632 | 20.5% | $26.01万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $219.58万 | 1.67% | 46,808 | 4,134 | 9.7% | $19.39万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $220.31万 | 1.68% | 42,004 | 1,635 | 4.1% | $8.58万 | 加仓 |
| AAPL | APPLE INC | $244.96万 | 1.87% | 9,652 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $401.07万 | 3.06% | 19,488 | 1,668 | 9.4% | $34.33万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $619.89万 | 4.72% | 168,632 | 618 | 0.4% | $2.27万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $671.64万 | 5.12% | 134,624 | 24,569 | 22.3% | $122.57万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $685.38万 | 5.22% | 150,138 | 12,393 | 9.0% | $56.57万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $736.15万 | 5.61% | 174,360 | 3,722 | 2.2% | $15.71万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $971.17万 | 7.40% | 202,623 | -1,701 | -0.8% | -$8.15万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,656.63万 | 12.62% | 27,724 | 1,673 | 6.4% | $99.97万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,870.23万 | 14.25% | 550,554 | -3,825 | -0.7% | -$12.99万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3,811.82万 | 29.04% | 980,912 | -1,474 | -0.2% | -$5.73万 | 减仓 |