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

Rialto Wealth Management, LLC

报告期 2026-03-31 · CIK 0002054966

持仓数

1,730

前50大市值合计

$359.4M

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*

SPTM SPDR SERIES TRUST

STATE STREET SPD

$33.7M

426,768

9.4%

IEFA ISHARES TR

CORE MSCI EAFE

$23.1M

254,749

6.4%

VCSH VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD

$22.7M

286,402

6.3%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$22.4M

37,483

6.2%

VMBS VANGUARD SCOTTSDALE FDS

MTG-BKD SECS ETF

$19.9M

424,759

5.5%

VGIT VANGUARD SCOTTSDALE FDS

INTER TERM TREAS

$19.6M

329,140

5.5%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$17.4M

270,782

4.8%

AVDV AMERICAN CENTY ETF TR

INTL SMCP VLU

$16.9M

168,793

4.7%

VBIL VANGUARD INSTL INDEX FD

0-3 MO TREAS BIL

$14.5M

191,937

4.0%

IVV ISHARES TR

CORE S&P500 ETF

$10.4M

15,949

2.9%

VONE VANGUARD SCOTTSDALE FDS

VNG RUS1000IDX

$9.4M

31,815

2.6%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$7.5M

67,614

2.1%

AVMV AMERICAN CENTY ETF TR

AVANTIS US MID C

$7.3M

98,654

2.0%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$6.6M

267,359

1.8%

USRT ISHARES TR

CRE U S REIT ETF

$6.4M

108,274

1.8%

VB VANGUARD INDEX FDS

SMALL CP ETF

$6.1M

23,359

1.7%

DFIC DIMENSIONAL ETF TRUST

INTL CORE EQUITY

$6.1M

171,092

1.7%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$5.8M

18,041

1.6%

SCHC SCHWAB STRATEGIC TR

INTL SCEQT ETF

$5.8M

123,028

1.6%

VO VANGUARD INDEX FDS

MID CAP ETF

$5.2M

17,954

1.4%

SPHY SPDR SERIES TRUST

STATE STREET SPD

$5.1M

218,442

1.4%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$5.1M

7,774

1.4%

AAPL APPLE INC

COM

$4.6M

18,115

1.3%

NVDA NVIDIA CORPORATION

COM

$4.6M

26,343

1.3%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$4.6M

55,056

1.3%

MSFT MICROSOFT CORP

COM

$4.1M

11,085

1.1%

VONV VANGUARD SCOTTSDALE FDS

VNG RUS1000VAL

$3.8M

40,420

1.1%

VBR VANGUARD INDEX FDS

SM CP VAL ETF

$3.6M

16,662

1.0%

VGMS VANGUARD MALVERN FDS

MULTI SECTOR

$3.5M

68,511

1.0%

AN AUTONATION INC

COM

$3.2M

16,507

0.9%

SCHO SCHWAB STRATEGIC TR

SHT TM US TRES

$3.0M

124,692

0.8%

SCHB SCHWAB STRATEGIC TR

US BRD MKT ETF

$3.0M

120,480

0.8%

DISV DIMENSIONAL ETF TRUST

INTL SMALL CAP V

$2.9M

74,180

0.8%

VSDM VANGUARD MUN BD FDS

SHORT TAX EXEMPT

$2.8M

36,598

0.8%

IEMG ISHARES INC

CORE MSCI EMKT

$2.8M

40,014

0.8%

IJR ISHARES TR

CORE S&P SCP ETF

$2.8M

22,362

0.8%

EFA ISHARES TR

MSCI EAFE ETF

$2.8M

28,487

0.8%

DFEM DIMENSIONAL ETF TRUST

EMERGING MKTS CO

$2.7M

78,441

0.8%

MUNY VANGUARD NY TAX FREE FDS

TAX EXEMPT BD

$2.6M

25,629

0.7%

IBHH ISHARES TR

IBONDS 28 TR HI

$2.5M

106,936

0.7%

VNQ VANGUARD INDEX FDS

REAL ESTATE ETF

$2.4M

27,285

0.7%

SHYM BLACKROCK ETF TRUST II

SHORT DURATION H

$2.4M

109,656

0.7%

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$2.4M

60,687

0.7%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$2.3M

29,151

0.7%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$2.3M

90,718

0.6%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$2.2M

41,560

0.6%

IWV ISHARES TR

RUSSELL 3000 ETF

$2.2M

5,867

0.6%

IJH ISHARES TR

CORE S&P MCP ETF

$2.2M

32,095

0.6%

VTWO VANGUARD SCOTTSDALE FDS

VNG RUS2000IDX

$2.2M

21,593

0.6%

AVDE AMERICAN CENTY ETF TR

INTL EQT ETF

$2.0M

23,408

0.6%

* 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

39%前 6 大占比

SPTM9.4%IEFA6.4%VCSH6.3%VOO6.2%VMBS5.5%VGIT5.5%