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Beaird Harris Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Beaird Harris Wealth Management, LLC

报告期 2026-03-31 · CIK 0001908938

持仓数

686

前50大市值合计

$1.39B

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*

DFSD DIMENSIONAL ETF TRUST

SHORT DURATION F

$148.9M

3,109,706

10.7%

DFCF DIMENSIONAL ETF TRUST

CORE FIXED INCOM

$136.3M

3,229,394

9.8%

AVLV AMERICAN CENTY ETF TR

US LARGE CAP VLU

$108.2M

1,342,478

7.8%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$92.2M

154,261

6.6%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$82.6M

748,037

5.9%

DUHP DIMENSIONAL ETF TRUST

US HIGH PROFITAB

$78.6M

2,139,327

5.7%

DFIV DIMENSIONAL ETF TRUST

INTERNATNAL VAL

$60.6M

1,149,077

4.4%

DFUV DIMENSIONAL ETF TRUST

US MKTWIDE VALUE

$59.4M

1,224,800

4.3%

AVLC AMERICAN CENTY ETF TR

AVANTIS US LARG

$57.8M

744,755

4.2%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$47.5M

742,002

3.4%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$46.2M

572,766

3.3%

VTEB VANGUARD MUN BD FDS

TAX EXEMPT BD

$44.6M

894,199

3.2%

AVDV AMERICAN CENTY ETF TR

INTL SMCP VLU

$42.6M

426,729

3.1%

DFNM DIMENSIONAL ETF TRUST

NATL MUN BD ETF

$38.1M

795,703

2.7%

DFAS DIMENSIONAL ETF TRUST

US SMALL CAP ETF

$37.7M

529,498

2.7%

BITB BITWISE BITCOIN ETF TR

SHS BEN INT

$34.4M

934,247

2.5%

DFGP DIMENSIONAL ETF TRUST

GLOBAL CORE PLUS

$34.2M

632,699

2.5%

DFAT DIMENSIONAL ETF TRUST

US TARGETED VLU

$30.3M

484,876

2.2%

VTIP VANGUARD MALVERN FDS

STRM INFPROIDX

$15.2M

304,638

1.1%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$12.8M

39,838

0.9%

IVV ISHARES TR

CORE S&P500 ETF

$12.7M

19,511

0.9%

VSDB VANGUARD MALVERN FDS

SHORT DURATION B

$10.3M

134,655

0.7%

VTES VANGUARD WELLINGTON FD

SHORT TRM TAX EX

$10.0M

98,904

0.7%

TSLA TESLA INC

COM

$9.9M

26,631

0.7%

VSS VANGUARD INTL EQUITY INDEX F

FTSE SMCAP ETF

$9.9M

67,810

0.7%

DFAR DIMENSIONAL ETF TRUST

US REAL ESTATE E

$9.9M

417,511

0.7%

VEU VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US

$9.5M

127,128

0.7%

DFAE DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG

$9.1M

267,339

0.7%

AVIV AMERICAN CENTY ETF TR

INTERNATIONAL LR

$8.6M

115,354

0.6%

AVMU AMERICAN CENTY ETF TR

CORE MUNI FXD IN

$8.4M

184,187

0.6%

AVSC AMERICAN CENTY ETF TR

AVANTIS US SMALL

$7.2M

115,744

0.5%

AAPL APPLE INC

COM

$6.6M

25,899

0.5%

SCHC SCHWAB STRATEGIC TR

INTL SCEQT ETF

$6.3M

134,151

0.5%

MSTR STRATEGY INC

CL A NEW

$5.7M

45,485

0.4%

ISCF ISHARES TR

INTERNATIONAL SL

$5.4M

128,925

0.4%

SCMB SCHWAB STRATEGIC TR

MUN BD ETF

$4.9M

192,462

0.4%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$4.6M

7,089

0.3%

NVDA NVIDIA CORPORATION

COM

$4.3M

24,761

0.3%

MUB ISHARES TR

NATIONAL MUN ETF

$4.3M

40,102

0.3%

VPLS VANGUARD MALVERN FDS

CORE-PLUS BD ETF

$4.2M

54,092

0.3%

BSV VANGUARD BD INDEX FDS

SHORT TRM BOND

$4.1M

52,671

0.3%

FBTC FIDELITY WISE ORIGIN BITCOIN

SHS

$3.9M

66,251

0.3%

DFUS DIMENSIONAL ETF TRUST

US EQUITY MARKET

$3.8M

53,959

0.3%

PHYS SPROTT ASSET MANAGEMENT LP

PHYSICAL GOLD TR

$3.3M

93,033

0.2%

AVRE AMERICAN CENTY ETF TR

REAL ESTATE ETF

$3.1M

69,449

0.2%

OKE ONEOK INC NEW

COM

$2.9M

31,636

0.2%

PSLV SPROTT ASSET MANAGEMENT LP

PHYSICAL SILVER

$2.8M

115,738

0.2%

VBR VANGUARD INDEX FDS

SM CP VAL ETF

$2.7M

12,299

0.2%

SHW SHERWIN WILLIAMS CO

COM

$2.4M

7,493

0.2%

VTV VANGUARD INDEX FDS

VALUE ETF

$2.4M

12,119

0.2%

* 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

46%前 6 大占比

DFSD10.7%DFCF9.8%AVLV7.8%VOO6.6%AVUV5.9%DUHP5.7%