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DeLarme Wealth Management, Inc.

报告期 2026-03-31 · CIK 0002070361

持仓数

63

前50大市值合计

$152.4M

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*

VTV VANGUARD INDEX FDS

VALUE ETF

$20.1M

102,494

13.2%

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$15.6M

400,792

10.2%

DFCF DIMENSIONAL ETF TRUST

CORE FIXED INCOM

$11.0M

259,828

7.2%

IVV ISHARES TR

CORE S&P500 ETF

$8.3M

12,701

5.4%

DFAE DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG

$7.4M

217,654

4.8%

VUSB VANGUARD BD INDEX FDS

VANGUARD ULTRA

$6.7M

133,611

4.4%

SGOV ISHARES TR

0-3 MNTH TREASRY

$6.6M

65,440

4.3%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$6.4M

57,608

4.2%

MEAR ISHARES U S ETF TR

SHORT MATURITY M

$6.3M

124,805

4.1%

DFIV DIMENSIONAL ETF TRUST

INTERNATNAL VAL

$5.9M

111,474

3.9%

CALI BLACKROCK ETF TRUST II

ISHARES SHORT-TE

$4.5M

89,165

3.0%

DFAS DIMENSIONAL ETF TRUST

US SMALL CAP ETF

$3.7M

52,057

2.4%

IWF ISHARES TR

RUS 1000 GRW ETF

$3.7M

8,654

2.4%

AVDV AMERICAN CENTY ETF TR

INTL SMCP VLU

$3.6M

35,965

2.4%

VBK VANGUARD INDEX FDS

SML CP GRW ETF

$3.4M

11,304

2.2%

USHY ISHARES TR

BROAD USD HIGH

$3.4M

91,150

2.2%

AAPL APPLE INC

COM

$3.0M

11,687

1.9%

VWOB VANGUARD WHITEHALL FDS

EM MK GOV BD ETF

$2.9M

43,707

1.9%

VTEC VANGUARD CALIF TAX FREE FDS

TAX EXEMPT BD FD

$2.6M

25,885

1.7%

VCRB VANGUARD MALVERN FDS

CORE BD ETF

$2.0M

26,240

1.3%

SHYM BLACKROCK ETF TRUST II

SHORT DURATION H

$2.0M

89,076

1.3%

VTEB VANGUARD MUN BD FDS

TAX EXEMPT BD

$1.9M

37,507

1.2%

VUG VANGUARD INDEX FDS

GROWTH ETF

$1.8M

4,177

1.2%

DFAX DIMENSIONAL ETF TRUST

WORLD EX US CORE

$1.6M

47,429

1.1%

JCPB J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF

$1.5M

30,950

1.0%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$1.3M

24,370

0.9%

DIVO AMPLIFY ETF TR

CWP ENHANCED DIV

$1.3M

28,391

0.8%

VIGI VANGUARD WHITEHALL FDS

INTL DVD ETF

$1.3M

14,217

0.8%

VOE VANGUARD INDEX FDS

MCAP VL IDXVIP

$1.2M

6,614

0.8%

VOT VANGUARD INDEX FDS

MCAP GR IDXVIP

$940.6K

3,655

0.6%

FLXR TCW ETF TRUST

FLEXIBLE INCOME

$914.2K

23,280

0.6%

HIMU BLACKROCK ETF TRUST II

ISHARES HIGH YIE

$906.1K

18,885

0.6%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$736.3K

2,295

0.5%

MSFT MICROSOFT CORP

COM

$726.4K

1,962

0.5%

DFSV DIMENSIONAL ETF TRUST

US SMALL CAP VAL

$714.3K

20,385

0.5%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$572.1K

880

0.4%

GOOGL ALPHABET INC

CAP STK CL A

$570.2K

1,983

0.4%

STIP ISHARES TR

0-5 YR TIPS ETF

$544.6K

5,265

0.4%

VBR VANGUARD INDEX FDS

SM CP VAL ETF

$535.3K

2,464

0.4%

NVDA NVIDIA CORPORATION

COM

$533.7K

3,060

0.4%

AVGO BROADCOM INC

COM

$491.8K

1,589

0.3%

— EXXON MOBIL CORP

COM

$482.9K

2,846

0.3%

AMZN AMAZON COM INC

COM

$434.5K

2,086

0.3%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$432.2K

902

0.3%

JPM JPMORGAN CHASE & CO

COM

$420.5K

1,429

0.3%

EFA ISHARES TR

MSCI EAFE ETF

$392.0K

4,036

0.3%

HDEF DBX ETF TR

XTRACK MSCI EAFE

$373.4K

11,521

0.2%

CMF ISHARES TR

CALIF MUN BD ETF

$368.2K

6,475

0.2%

IWM ISHARES TR

RUSSELL 2000 ETF

$347.4K

1,401

0.2%

IJR ISHARES TR

CORE S&P SCP ETF

$303.8K

2,444

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

45%前 6 大占比

VTV13.2%DFAI10.2%DFCF7.2%IVV5.4%DFAE4.8%VUSB4.4%

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