13F 机构持仓

Sanchez Levi Garrett

BELLEVUE WA · SEC CIK 0002126627

2026Q22026Q1 更早 9 个季度 🔒
$1.59亿2026Q1 申报市值
74持仓数
61.5%前十大占比 · 第一大 16.8%
0 / 0新建仓 / 清仓
申报市值走势$1.84亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 16.8%
VEA 11.7%
ESGV 6.4%
AVUV 4.9%
DIMENSIONAL ET 4.7%
VSGX 3.9%
VXF 3.4%
DFAU 3.3%
VTEB 3.2%
VWO 3.1%

2026Q1 买入最多 按季末市值估算

本季没有买入

2026Q1 卖出最多 按季末市值估算

本季没有卖出

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
VOO VANGUARD INDEX FDS $2,680.76万16.81%44,863 —— — —
VEA VANGUARD TAX-MANAGED FDS $1,870.81万11.73%291,948 —— — —
ESGV VANGUARD WORLD FD $1,020.77万6.40%90,921 —— — —
AVUV AMERICAN CENTY ETF TR $789.27万4.95%71,447 —— — —
— DIMENSIONAL ETF TRUST $750.63万4.71%204,197 —— — —
VSGX VANGUARD WORLD FD $625.00万3.92%87,132 —— — —
VXF VANGUARD INDEX FDS $536.54万3.36%26,071 —— — —
DFAU DIMENSIONAL ETF TRUST $523.26万3.28%115,971 —— — —
VTEB VANGUARD MUN BD FDS $510.89万3.20%102,404 —— — —
VWO VANGUARD INTL EQUITY INDEX F $499.32万3.13%92,381 —— — —
AAPL APPLE INC $425.94万2.67%16,783 —— — —
SUB ISHARES TR $407.21万2.55%38,236 —— — —
VTES VANGUARD WELLINGTON FD $406.86万2.55%40,227 —— — —
DIHP DIMENSIONAL ETF TRUST $324.78万2.04%100,800 —— — —
MSFT MICROSOFT CORP $318.02万1.99%8,591 —— — —
DFAE DIMENSIONAL ETF TRUST $304.54万1.91%89,942 —— — —
AVDV AMERICAN CENTY ETF TR $289.72万1.82%29,013 —— — —
DFAI DIMENSIONAL ETF TRUST $277.63万1.74%71,261 —— — —
XJH ISHARES TR $191.78万1.20%42,270 —— — —
VB VANGUARD INDEX FDS $182.79万1.15%6,979 —— — —
COST COSTCO WHOLESALE CORPORATION $171.60万1.08%1,722 —— — —
SPAB SPDR SERIES TRUST $150.68万0.94%58,813 —— — —
IBIT ISHARES BITCOIN TRUST ETF $134.49万0.84%35,004 —— — —
BNDX VANGUARD CHARLOTTE FDS $130.08万0.82%27,071 —— — —
— ISHARES ETHEREUM TR $129.99万0.82%82,118 —— — —
AVUS AMERICAN CENTY ETF TR $124.20万0.78%11,171 —— — —
SPEM SPDR INDEX SHS FDS $114.74万0.72%24,460 —— — —
USB US BANCORP $114.61万0.72%22,036 —— — —
AMZN AMAZON COM INC $103.51万0.65%4,970 —— — —
CAT CATERPILLAR INC $101.92万0.64%1,439 —— — —
TSM TAIWAN SEMICONDUCTOR MANUFAC $99.59万0.62%2,947 —— — —
GOOGL ALPHABET INC $94.08万0.59%3,272 —— — —
AVRE AMERICAN CENTY ETF TR $80.40万0.50%18,264 —— — —
AMAT APPLIED MATLS INC $57.54万0.36%1,683 —— — —
MPC MARATHON PETE CORP $53.52万0.34%2,192 —— — —
JPM JPMORGAN CHASE & CO $52.33万0.33%1,779 —— — —
VUG VANGUARD INDEX FDS $52.08万0.33%1,192 —— — —
META META PLATFORMS INC $50.62万0.32%885 —— — —
DAL DELTA AIR LINES INC $50.49万0.32%7,594 —— — —
VTI VANGUARD INDEX FDS $49.00万0.31%1,527 —— — —
NVDA NVIDIA CORPORATION $46.72万0.29%2,679 —— — —
EAGG ISHARES TR $45.99万0.29%9,672 —— — —
SPBO SPDR SERIES TRUST $45.55万0.29%15,692 —— — —
VO VANGUARD INDEX FDS $45.42万0.28%1,582 —— — —
WMT WALMART INC $45.34万0.28%3,648 —— — —
SBUX STARBUCKS CORP $44.24万0.28%4,938 —— — —
SU SUNCOR ENERGY INC NEW $41.68万0.26%6,304 —— — —
SPHY SPDR SERIES TRUST $40.89万0.26%17,533 —— — —
— DIMENSIONAL ETF TRUST $39.60万0.25%10,191 —— — —
NLR VANECK ETF TRUST $38.82万0.24%2,914 —— — —
VTV VANGUARD INDEX FDS $38.65万0.24%1,970 —— — —
CSCO CISCO SYS INC $38.13万0.24%4,915 —— — —
TRV TRAVELERS COMPANIES INC $33.88万0.21%1,162 —— — —
TSLA TESLA INC $33.46万0.21%900 —— — —
SHW SHERWIN WILLIAMS CO $32.23万0.20%1,005 —— — —
LLY ELI LILLY & CO $31.15万0.20%339 —— — —
DE DEERE & CO $31.09万0.19%552 —— — —
AZN ASTRAZENECA PLC $30.69万0.19%1,556 —— — —
TER TERADYNE INC $29.78万0.19%1,005 —— — —
— DIMENSIONAL ETF TRUST $29.20万0.18%12,348 —— — —
ENB ENBRIDGE INC $28.38万0.18%5,242 —— — —
AVDE AMERICAN CENTY ETF TR $27.96万0.18%3,295 —— — —
IXUS ISHARES TR $27.13万0.17%3,132 —— — —
KMI KINDER MORGAN INC DEL $25.31万0.16%7,547 —— — —
ARES ARES MANAGEMENT CORPORATION $24.41万0.15%2,238 —— — —
DFSD DIMENSIONAL ETF TRUST $23.64万0.15%4,938 —— — —
MET METLIFE INC $23.56万0.15%3,332 —— — —
PRU PRUDENTIAL FINL INC $23.03万0.14%2,357 —— — —
DFSU DIMENSIONAL ETF TRUST $22.83万0.14%5,555 —— — —
AVSU AMERICAN CENTY ETF TR $22.60万0.14%3,057 —— — —
DIS DISNEY WALT CO $21.97万0.14%2,279 —— — —
ESML ISHARES TR $21.40万0.13%4,550 —— — —
GOOG ALPHABET INC $21.00万0.13%732 —— — —
PSX PHILLIPS 66 $20.28万0.13%1,113 —— — —