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

Kaufman Rossin Wealth, LLC

报告期 2026-03-31 · CIK 0002049750

持仓数

98

前50大市值合计

$161.0M

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*

BSVO EA SERIES TRUST

EA BRIDGEWAY OMN

$32.4M

1,276,766

20.1%

ITOT ISHARES TR

CORE S&P TTL STK

$19.0M

133,064

11.8%

AVDV AMERICAN CENTY ETF TR

INTL SMCP VLU

$16.4M

164,325

10.2%

DFEM DIMENSIONAL ETF TRUST

EMERGING MKTS CO

$11.8M

342,787

7.4%

DUHP DIMENSIONAL ETF TRUST

US HIGH PROFITAB

$9.1M

247,948

5.7%

DIHP DIMENSIONAL ETF TRUST

INTL HIGH PROFIT

$7.7M

239,088

4.8%

IDEV ISHARES TR

CORE MSCI INTL

$7.6M

90,359

4.7%

VGIT VANGUARD SCOTTSDALE FDS

INTER TERM TREAS

$5.8M

96,879

3.6%

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$5.5M

142,411

3.4%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$4.4M

13,566

2.7%

DISV DIMENSIONAL ETF TRUST

INTL SMALL CAP V

$4.0M

100,903

2.5%

AAPL APPLE INC

COM

$3.3M

12,951

2.0%

DFSD DIMENSIONAL ETF TRUST

SHORT DURATION F

$2.9M

59,881

1.8%

NVDA NVIDIA CORPORATION

COM

$2.4M

13,862

1.5%

DFIV DIMENSIONAL ETF TRUST

INTERNATNAL VAL

$2.1M

38,890

1.3%

VTIP VANGUARD MALVERN FDS

STRM INFPROIDX

$2.0M

39,174

1.2%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$1.5M

13,402

0.9%

DFAU DIMENSIONAL ETF TRUST

US CORE EQT MKT

$1.4M

32,034

0.9%

FIX COMFORT SYS USA INC

COM

$1.3M

927

0.8%

ADBE ADOBE INC

COM

$1.2M

5,054

0.8%

MSFT MICROSOFT CORP

COM

$1.1M

3,041

0.7%

GEV GE VERNOVA INC

COM

$1.1M

1,264

0.7%

INCY INCYTE CORP

COM

$977.9K

10,390

0.6%

ANET ARISTA NETWORKS INC

COM SHS

$911.7K

7,425

0.6%

MRK MERCK & CO INC

COM

$902.9K

7,506

0.6%

AVGO BROADCOM INC

COM

$841.6K

2,719

0.5%

AMZN AMAZON COM INC

COM

$832.5K

3,997

0.5%

GE GE AEROSPACE

COM NEW

$769.6K

2,712

0.5%

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$735.1K

18,868

0.5%

DFUV DIMENSIONAL ETF TRUST

US MKTWIDE VALUE

$725.8K

14,976

0.5%

IWN ISHARES TR

RUS 2000 VAL ETF

$722.1K

3,809

0.4%

DFAX DIMENSIONAL ETF TRUST

WORLD EX US CORE

$655.6K

19,301

0.4%

APH AMPHENOL CORP

CL A

$640.1K

5,066

0.4%

INTC INTEL CORP

COM

$635.5K

14,400

0.4%

GM GENERAL MTRS CO

COM

$612.3K

8,219

0.4%

EIX EDISON INTL

COM

$602.6K

8,235

0.4%

VRT VERTIV HOLDINGS CO

COM CL A

$590.4K

2,356

0.4%

GOOGL ALPHABET INC

CAP STK CL A

$536.2K

1,865

0.3%

ILMN ILLUMINA INC

COM

$529.4K

4,295

0.3%

— JOHNSON CONTROLS INTERNATION

SHS

$493.7K

3,770

0.3%

TPR TAPESTRY INC

COM

$482.7K

3,420

0.3%

VLUE ISHARES TR

MSCI USA VALUE

$479.0K

3,369

0.3%

WDC WESTERN DIGITAL CORP

COM

$451.4K

1,669

0.3%

DVN DEVON ENERGY CORP NEW

COM

$442.3K

8,789

0.3%

QUAL ISHARES TR

MSCI USA QLT FCT

$435.6K

2,271

0.3%

TOL TOLL BROTHERS INC

COM

$433.4K

3,176

0.3%

REGN REGENERON PHARMACEUTICALS

COM

$432.3K

559

0.3%

FDX FEDEX CORP

COM

$429.6K

1,206

0.3%

GOOG ALPHABET INC

CAP STK CL C

$429.0K

1,496

0.3%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$420.0K

5,212

0.3%

* 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

60%前 6 大占比

BSVO20.1%ITOT11.8%AVDV10.2%DFEM7.4%DUHP5.7%DIHP4.8%