申报总市值
US$1.1亿
申报季度: 2026-03-31 · 持股只数: 26
Arnold Financial Planning LLC在最新一期 13F 报告中披露了 26 项持股，申报期为 2026-03-31，总持股市值约为 US$1.1亿，季度换手率为 11.8%。
减仓 DFAC
-0.4% -US$18.3万
加仓 SCHO
+19.4% US$200.2万
减仓 DFCF
-2.9% -US$21.7万
加仓 SCHV
+15.3% US$115.4万
减仓 SLYV
-1.1% US$19.4万
加仓 SCHA
+14.5% US$114.5万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 13.86% | +0.27% | +13.22% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 12.66% | +0.07% | +16.45% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-其他 | 11.75% | +0.85% | +19.44% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 9.94% | +0.18% | +9.23% | |
| 5 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 7.40% | +0.42% | +14.49% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 7.34% | -0.95% | -0.45% | |
| 7 | SCHV | Schwab US Large-cap Value | ETF-其他 | 6.82% | +0.48% | +15.31% | |
| 8 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 6.56% | -0.48% | -1.09% | |
| 9 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 5.88% | -0.11% | +5.58% | |
| 10 | DFCF | Dimensional Core Fixed INC | ETF-其他 | 5.29% | -0.77% | -2.92% | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 3.04% | +0.10% | +13.55% | |
| 12 | DFAI | Dimensional International Co | ETF-其他 | 1.81% | -0.15% | -0.65% | |
| 13 | AAPL | Apple INC | 股票-科技 | 1.22% | +0.17% | +38.00% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.15% | -0.24% | -4.99% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-其他 | 1.03% | -0.07% | +0.03% | |
| 16 | DFAE | Dimensional Emerging Core Eq | ETF-新兴市场 | 0.80% | -0.09% | -4.26% | |
| 17 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.63% | +0.31% | +114.14% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.54% | -0.12% | -12.40% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 0.52% | -0.10% | — | |
| 20 | DFAR | Dimensional US Real Est ETF | ETF-其他 | 0.42% | -0.02% | +3.48% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.25% | +0.01% | +34.58% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.24% | -0.02% | — | |
| 23 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.23% | +0.23% | NEW | |
| 24 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 0.21% | +0.21% | NEW | |
| 25 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 0.21% | +0.21% | NEW | |
| 26 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.19% | -0.02% | -0.11% |
Q3 2026表现
+2.7%
近4个季度表现
+4.3%
基于可用的5个月历史数据
基于可获取价格的持仓（占申报价值的81%）计算
Arnold Financial Planning LLC 在 2026-03-31 最显著的持仓异动： 清仓: Ishares Msci Eafe ETF (EFA); 新建仓: Ishrs Ibnds Dec 27 CORP ETF (IBDS); 新建仓: Ishares Ibonds Dec 2029 Term (IBDU); 新建仓: Ishares Ibonds Dec 2028 ETF (IBDT); 减仓: Dimensional US Core Equity 2 (DFAC) — 股数 -0.45%.