Vested Financial Planning, LLC
SAN CARLOS CA · SEC CIK 0002044679
$1.49亿2026Q2 申报市值
29持仓数
88.7%前十大占比 · 第一大 28.8%
3 / 1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
DFNM 加仓+$205.21万
VTEB 加仓+$171.34万
MUST 新建仓+$53.89万
AOR 新建仓+$40.66万
DIMENSIONAL ETF 加仓+$30.70万
2026Q2 卖出最多 按季末市值估算
DFAX 减仓-$85.08万
DIMENSIONAL ETF 减仓-$68.19万
ABNB 清仓-$27.06万
AAPL 减仓-$6.51万
VEA 减仓-$2.68万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $4,283.13万 | 28.77% | 965,539 | -15,373 | -1.6% | -$68.19万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,943.16万 | 13.05% | 527,460 | -23,094 | -4.2% | -$85.08万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,932.86万 | 12.98% | 28,143 | 419 | 1.5% | $28.78万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $1,184.59万 | 7.96% | 245,079 | 42,456 | 21.0% | $205.21万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $852.27万 | 5.72% | 168,500 | 33,876 | 25.2% | $171.34万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $761.55万 | 5.12% | 151,131 | 993 | 0.7% | $5.00万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $750.60万 | 5.04% | 177,825 | 3,465 | 2.0% | $14.63万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $734.41万 | 4.93% | 175,990 | 7,358 | 4.4% | $30.70万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $485.57万 | 3.26% | 19,722 | 234 | 1.2% | $5.76万 | 加仓 |
| AAPL | APPLE INC | $272.78万 | 1.83% | 9,427 | -225 | -2.3% | -$6.51万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $250.43万 | 1.68% | 48,364 | 1,556 | 3.3% | $8.06万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $228.57万 | 1.54% | 42,647 | 643 | 1.5% | $3.45万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $162.75万 | 1.09% | 4,398 | -18 | -0.4% | -$6,661 | 减仓 |
| IUSB | ISHARES TR | $157.63万 | 1.06% | 34,155 | 1,002 | 3.0% | $4.62万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $98.54万 | 0.66% | 6,279 | 48 | 0.8% | $7,533 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $94.69万 | 0.64% | 17,388 | 223 | 1.3% | $1.21万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $92.19万 | 0.62% | 1,235 | 12 | 1.0% | $8,958 | 加仓 |
| IAGG | ISHARES TR | $89.21万 | 0.60% | 17,630 | 467 | 2.7% | $2.36万 | 加仓 |
| AGG | ISHARES TR | $88.90万 | 0.60% | 8,982 | 176 | 2.0% | $1.74万 | 加仓 |
| QQQ | INVESCO QQQ TR | $77.32万 | 0.52% | 1,050 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $70.69万 | 0.47% | 6,805 | 155 | 2.3% | $1.61万 | 加仓 |
| MUST | COLUMBIA ETF TR I | $53.89万 | 0.36% | 25,909 | 25,909 | — | $53.89万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $44.08万 | 0.30% | 3,688 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $40.66万 | 0.27% | 5,850 | 5,850 | — | $40.66万 | 新建仓 |
| SUSL | ISHARES TR | $33.85万 | 0.23% | 2,549 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $30.27万 | 0.20% | 3,102 | 6 | 0.2% | $586 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $29.27万 | 0.20% | 10,102 | -222 | -2.2% | -$6,431 | 减仓 |
| IWM | ISHARES TR | $22.35万 | 0.15% | 744 | 744 | — | $22.35万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $21.35万 | 0.14% | 2,997 | -376 | -11.1% | -$2.68万 | 减仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -2,143 | -100.0% | -$27.06万 | 清仓 |