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Vise Technologies, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Vise Technologies, Inc.

报告期 2026-03-31 · CIK 0001812090

持仓数

1,447

前50大市值合计

$2.69B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

DFUS DIMENSIONAL ETF TRUST

US EQUITY MARKET

$351.7M

4,742,037

13.1%

NVDA NVIDIA CORPORATION

COM

$149.5M

801,410

5.5%

AAPL APPLE INC

COM

$139.8M

514,365

5.2%

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$129.9M

3,408,299

4.8%

MSFT MICROSOFT CORP

COM

$111.4M

230,434

4.1%

DFSD DIMENSIONAL ETF TRUST

SHORT DURATION F

$109.1M

2,274,567

4.0%

DFCF DIMENSIONAL ETF TRUST

CORE FIXED INCOM

$104.6M

2,458,323

3.9%

DFLV DIMENSIONAL ETF TRUST

US LARGE CAP VAL

$88.3M

2,580,784

3.3%

DFAS DIMENSIONAL ETF TRUST

US SMALL CAP ETF

$87.6M

1,257,727

3.3%

DFAE DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG

$87.0M

2,670,478

3.2%

GOOGL ALPHABET INC

CAP STK CL A

$70.9M

226,667

2.6%

AMZN AMAZON COM INC

COM

$70.3M

304,572

2.6%

DUSB DIMENSIONAL ETF TRUST

ULTRASHORT FIXED

$58.9M

1,162,271

2.2%

VUG VANGUARD INDEX FDS

GROWTH ETF

$58.2M

119,316

2.2%

IVV ISHARES TR

CORE S&P500 ETF

$56.0M

81,725

2.1%

META META PLATFORMS INC

CL A

$48.9M

74,032

1.8%

AVGO BROADCOM INC

COM

$48.6M

140,379

1.8%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$43.2M

128,812

1.6%

JPM JPMORGAN CHASE & CO

COM

$42.5M

132,017

1.6%

DUHP DIMENSIONAL ETF TRUST

US HIGH PROFITAB

$39.1M

1,028,094

1.5%

DFAR DIMENSIONAL ETF TRUST

US REAL ESTATE E

$38.9M

1,696,565

1.4%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$37.3M

169,613

1.4%

DFIV DIMENSIONAL ETF TRUST

INTERNATNAL VAL

$36.6M

732,975

1.4%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$34.8M

647,307

1.3%

TSLA TESLA INC

COM

$34.1M

75,807

1.3%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$33.3M

66,274

1.2%

GOOG ALPHABET INC

CAP STK CL C

$32.9M

104,915

1.2%

WMT WALMART INC

COM

$30.7M

275,341

1.1%

DFIS DIMENSIONAL ETF TRUST

INTL SMALL CAP E

$30.2M

916,244

1.1%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$29.5M

352,454

1.1%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$29.0M

476,752

1.1%

VGIT VANGUARD SCOTTSDALE FDS

INTER TERM TREAS

$28.5M

475,159

1.1%

IVW ISHARES TR

S&P 500 GRWT ETF

$28.0M

226,958

1.0%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$27.0M

88,731

1.0%

V VISA INC

COM CL A

$26.2M

74,788

1.0%

BNDX VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF

$25.9M

535,399

1.0%

LLY ELI LILLY & CO

COM

$25.3M

23,558

0.9%

VGSH VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS

$23.8M

404,642

0.9%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$22.9M

36,529

0.9%

DFUV DIMENSIONAL ETF TRUST

US MKTWIDE VALUE

$22.5M

483,484

0.8%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$21.8M

31,926

0.8%

ITOT ISHARES TR

CORE S&P TTL STK

$21.6M

145,507

0.8%

JNJ JOHNSON & JOHNSON

COM

$20.9M

101,118

0.8%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$20.9M

333,953

0.8%

FNDF SCHWAB STRATEGIC TR

FUNDAMENTAL INTL

$20.4M

452,251

0.8%

MBB ISHARES TR

MBS ETF

$19.8M

207,511

0.7%

AGG ISHARES TR

CORE US AGGBD ET

$19.7M

197,400

0.7%

SCHC SCHWAB STRATEGIC TR

INTL SCEQT ETF

$19.6M

431,323

0.7%

IEMG ISHARES INC

CORE MSCI EMKT

$18.5M

275,113

0.7%

VTEB VANGUARD MUN BD FDS

TAX EXEMPT BD

$18.4M

366,394

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

37%前 6 大占比

DFUS13.1%NVDA5.5%AAPL5.2%DFAI4.8%MSFT4.1%DFSD4.0%