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

Three Arch Wealth Management LLC

报告期 2026-03-31 · CIK 0002109462

持仓数

61

前50大市值合计

$553.7M

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*

DFAT DIMENSIONAL ETF TRUST

US TARGETED VLU

$46.1M

738,026

8.3%

DFAS DIMENSIONAL ETF TRUST

US SMALL CAP ETF

$44.8M

630,096

8.1%

DFUS DIMENSIONAL ETF TRUST

US EQUITY MARKET

$40.8M

575,743

7.4%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$37.9M

343,505

6.9%

DFIV DIMENSIONAL ETF TRUST

INTERNATNAL VAL

$30.9M

585,418

5.6%

DGCB DIMENSIONAL ETF TRUST

GLOBAL CR ETF

$30.3M

559,563

5.5%

AVSC AMERICAN CENTY ETF TR

AVANTIS US SMALL

$29.2M

469,247

5.3%

DFUV DIMENSIONAL ETF TRUST

US MKTWIDE VALUE

$29.1M

601,260

5.3%

AVMV AMERICAN CENTY ETF TR

AVANTIS US MID C

$28.4M

383,511

5.1%

DFLV DIMENSIONAL ETF TRUST

US LARGE CAP VAL

$22.1M

617,575

4.0%

DUHP DIMENSIONAL ETF TRUST

US HIGH PROFITAB

$21.3M

579,210

3.8%

DEHP DIMENSIONAL ETF TRUST

EMERGING MKTS HI

$20.0M

592,008

3.6%

DUSB DIMENSIONAL ETF TRUST

ULTRASHORT FIXED

$18.4M

363,353

3.3%

DFSD DIMENSIONAL ETF TRUST

SHORT DURATION F

$18.0M

376,227

3.3%

AVES AMERICAN CENTY ETF TR

EMERGING MKT VAL

$14.4M

239,921

2.6%

DIHP DIMENSIONAL ETF TRUST

INTL HIGH PROFIT

$13.4M

415,439

2.4%

SPIB SPDR SERIES TRUST

STATE STREET SPD

$13.1M

391,180

2.4%

AVDV AMERICAN CENTY ETF TR

INTL SMCP VLU

$13.0M

129,885

2.3%

AAPL APPLE INC

COM

$12.9M

50,893

2.3%

AVEM AMERICAN CENTY ETF TR

AVANTIS EMGMKT

$12.3M

153,015

2.2%

DFIS DIMENSIONAL ETF TRUST

INTL SMALL CAP E

$12.0M

357,412

2.2%

AVRE AMERICAN CENTY ETF TR

REAL ESTATE ETF

$10.7M

243,572

1.9%

DFSV DIMENSIONAL ETF TRUST

US SMALL CAP VAL

$4.6M

131,504

0.8%

AVUQ AMERICAN CENTY ETF TR

AVANTIS U S QUAL

$3.3M

57,999

0.6%

AVLV AMERICAN CENTY ETF TR

US LARGE CAP VLU

$2.2M

27,764

0.4%

ITOT ISHARES TR

CORE S&P TTL STK

$1.9M

13,044

0.3%

SPHY SPDR SERIES TRUST

STATE STREET SPD

$1.8M

78,538

0.3%

DFAE DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG

$1.6M

48,508

0.3%

DISV DIMENSIONAL ETF TRUST

INTL SMALL CAP V

$1.6M

41,013

0.3%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$1.6M

21,639

0.3%

DFGR DIMENSIONAL ETF TRUST

GLOBAL REAL EST

$1.6M

59,359

0.3%

VOE VANGUARD INDEX FDS

MCAP VL IDXVIP

$1.5M

8,031

0.3%

AMZN AMAZON COM INC

COM

$1.4M

6,534

0.2%

VBR VANGUARD INDEX FDS

SM CP VAL ETF

$1.3M

6,065

0.2%

DFEV DIMENSIONAL ETF TRUST

EMERGING MKTS VA

$1.3M

36,189

0.2%

VT VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF

$1.1M

7,879

0.2%

AVDS AMERICAN CENTY ETF TR

AVANTIS INTL SML

$932.2K

12,975

0.2%

VTES VANGUARD WELLINGTON FD

SHORT TRM TAX EX

$877.4K

8,676

0.2%

TSLA TESLA INC

COM

$811.2K

2,182

0.1%

AVEE AMERICAN CENTY ETF TR

AVANTIS EMERGING

$744.9K

11,743

0.1%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$718.1K

1

0.1%

FNB F N B CORP

COM

$582.9K

34,862

0.1%

DFSU DIMENSIONAL ETF TRUST

US SUSTAINABILTY

$494.1K

12,024

0.1%

MSFT MICROSOFT CORP

COM

$433.1K

1,170

0.1%

— EXXON MOBIL CORP

COM

$365.6K

2,155

0.1%

META META PLATFORMS INC

CL A

$351.3K

614

0.1%

DFSE DIMENSIONAL ETF TRUST

EMERGING MARKETS

$338.8K

7,997

0.1%

V VISA INC

COM CL A

$308.6K

1,021

0.1%

NVDA NVIDIA CORPORATION

COM

$294.0K

1,686

0.1%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$288.2K

5,094

0.1%

* 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

42%前 6 大占比

DFAT8.3%DFAS8.1%DFUS7.4%AVUV6.9%DFIV5.6%DGCB5.5%