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Petersen Hastings Wealth Advisors Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Petersen Hastings Wealth Advisors Inc.

报告期 2026-03-31 · CIK 0002109614

持仓数

81

前50大市值合计

$1.08B

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*

DFCF DIMENSIONAL ETF TRUST

CORE FIXED INCOM

$193.0M

4,571,337

17.8%

AVLV AMERICAN CENTY ETF TR

US LARGE CAP VLU

$161.4M

2,002,480

14.9%

DUHP DIMENSIONAL ETF TRUST

US HIGH PROFITAB

$108.8M

2,960,196

10.1%

IGIB ISHARES TR

ISHS 5-10YR INVT

$104.8M

1,968,481

9.7%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$71.3M

119,367

6.6%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$67.5M

610,884

6.2%

BSV VANGUARD BD INDEX FDS

SHORT TRM BOND

$62.7M

800,052

5.8%

DFIV DIMENSIONAL ETF TRUST

INTERNATNAL VAL

$59.1M

1,119,781

5.5%

AVDV AMERICAN CENTY ETF TR

INTL SMCP VLU

$50.5M

505,685

4.7%

DFAE DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG

$43.5M

1,284,848

4.0%

DIHP DIMENSIONAL ETF TRUST

INTL HIGH PROFIT

$40.7M

1,262,979

3.8%

VTEB VANGUARD MUN BD FDS

TAX EXEMPT BD

$26.4M

529,087

2.4%

DFUV DIMENSIONAL ETF TRUST

US MKTWIDE VALUE

$24.7M

510,338

2.3%

IVE ISHARES TR

S&P 500 VAL ETF

$7.0M

33,323

0.7%

AAPL APPLE INC

COM

$5.0M

19,744

0.5%

IVV ISHARES TR

CORE S&P500 ETF

$4.6M

7,053

0.4%

VTIP VANGUARD MALVERN FDS

STRM INFPROIDX

$4.5M

90,750

0.4%

MUB ISHARES TR

NATIONAL MUN ETF

$3.9M

36,698

0.4%

VXF VANGUARD INDEX FDS

EXTEND MKT ETF

$2.7M

13,205

0.3%

SPTM SPDR SERIES TRUST

STATE STREET SPD

$2.7M

34,280

0.3%

MSFT MICROSOFT CORP

COM

$2.7M

7,268

0.2%

COST COSTCO WHOLESALE CORPORATION

COM

$2.3M

2,327

0.2%

EFV ISHARES TR

EAFE VALUE ETF

$2.2M

29,814

0.2%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$2.1M

3,219

0.2%

DFSU DIMENSIONAL ETF TRUST

US SUSTAINABILTY

$2.0M

49,401

0.2%

DFAS DIMENSIONAL ETF TRUST

US SMALL CAP ETF

$1.8M

25,389

0.2%

VUG VANGUARD INDEX FDS

GROWTH ETF

$1.5M

3,362

0.1%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$1.5M

27,034

0.1%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$1.4M

4,508

0.1%

DFLV DIMENSIONAL ETF TRUST

US LARGE CAP VAL

$1.3M

36,206

0.1%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$1.3M

17,492

0.1%

VUSB VANGUARD BD INDEX FDS

VANGUARD ULTRA

$1.2M

24,387

0.1%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$1.2M

26,220

0.1%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$1.2M

2,486

0.1%

DFAT DIMENSIONAL ETF TRUST

US TARGETED VLU

$1.2M

18,685

0.1%

SPYV SPDR SERIES TRUST

STATE STREET SPD

$1.1M

19,420

0.1%

DFSV DIMENSIONAL ETF TRUST

US SMALL CAP VAL

$1.1M

31,010

0.1%

SCZ ISHARES TR

EAFE SML CP ETF

$1.1M

13,559

0.1%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$974.0K

11,771

0.1%

IJR ISHARES TR

CORE S&P SCP ETF

$881.1K

7,088

0.1%

AMZN AMAZON COM INC

COM

$855.8K

4,109

0.1%

GOOG ALPHABET INC

CAP STK CL C

$781.4K

2,724

0.1%

— EXXON MOBIL CORP

COM

$763.8K

4,502

0.1%

DFSI DIMENSIONAL ETF TRUST

INTERNATIONAL

$728.9K

17,191

0.1%

DFSB DIMENSIONAL ETF TRUST

GLOBAL SUSTAINA

$673.5K

13,016

0.1%

IAU ISHARES GOLD TR

ISHARES NEW

$636.5K

7,220

0.1%

ISRG INTUITIVE SURGICAL INC

COM NEW

$633.9K

1,375

0.1%

— TRANE TECHNOLOGIES PLC

SHS

$633.4K

1,520

0.1%

TSLA TESLA INC

COM

$527.5K

1,419

0.0%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$522.3K

8,150

0.0%

* 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

65%前 6 大占比

DFCF17.8%AVLV14.9%DUHP10.1%IGIB9.7%VOO6.6%AVUV6.2%