Adams Chetwood Wealth Management LLC 13F 持仓 · 最近申报 2022年Q1
Adams Chetwood Wealth Management 在 2022年Q1（报告期截至 2022-03-31）的 SEC 13F 申报中报告了 80 只证券，申报市值合计 1.76 亿美元。前几大持仓：DFSD（18.48%）、SCHX（12.12%）、SCHF（6.85%）。本季前 25 大持仓中：增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DFSD | DIMENSIONAL ETF TRUST | $32.6M | 18.48% | 680,711 | 增持 |
| 2 | SCHX | SCHWAB STRATEGIC TR | $21.4M | 12.12% | 397,189 | 增持 |
| 3 | SCHF | SCHWAB STRATEGIC TR | $12.1M | 6.85% | 329,128 | 增持 |
| 4 | DFAU | DIMENSIONAL ETF TRUST | $11.1M | 6.27% | 350,777 | 增持 |
| 5 | SCHD | SCHWAB STRATEGIC TR | $9.7M | 5.47% | 122,433 | 减持 |
| 6 | DFAI | DIMENSIONAL ETF TRUST | $5.8M | 3.27% | 204,963 | 增持 |
| 7 | DGRS | WISDOMTREE TR | $4.6M | 2.62% | 103,457 | 增持 |
| 8 | IQLT | ISHARES TR | $4.2M | 2.37% | 113,340 | 减持 |
| 9 | DFAE | DIMENSIONAL ETF TRUST | $4.2M | 2.36% | 158,331 | 增持 |
| 10 | AMZN | AMAZON COM INC | $4.0M | 2.26% | 1,222 | 减持 |
| 11 | XLRE | SELECT SECTOR SPDR TR | $3.9M | 2.20% | 80,275 | 增持 |
| 12 | PDN | INVESCO EXCH TRADED FD TR II | $3.2M | 1.81% | 92,500 | 增持 |
| 13 | AAPL | APPLE INC | $3.1M | 1.76% | 17,748 | 增持 |
| 14 | SCHM | SCHWAB STRATEGIC TR | $2.8M | 1.60% | 37,153 | 减持 |
| 15 | MSFT | MICROSOFT CORP | $2.6M | 1.50% | 8,568 | 减持 |
| 16 | SPY | SPDR S&P 500 ETF TR | $2.5M | 1.39% | 5,424 | 增持 |
| 17 | DNL | WISDOMTREE TR | $2.4M | 1.38% | 61,092 | 增持 |
| 18 | PID | INVESCO EXCHANGE TRADED FD T | $2.3M | 1.29% | 116,314 | 减持 |
| 19 | DGRE | WISDOMTREE TR | $1.9M | 1.09% | 73,774 | 增持 |
| 20 | GOOGL | ALPHABET INC | $1.7M | 0.97% | 613 | 持平 |
| 21 | JNJ | JOHNSON & JOHNSON | $1.7M | 0.94% | 9,389 | 增持 |
| 22 | GOOG | ALPHABET INC | $1.6M | 0.90% | 570 | 减持 |
| 23 | UPS | UNITED PARCEL SERVICE INC | $1.5M | 0.87% | 7,182 | 增持 |
| 24 | PG | PROCTER AND GAMBLE CO | $1.5M | 0.84% | 9,731 | 增持 |
| 25 | MCD | MCDONALDS CORP | $1.4M | 0.77% | 5,466 | 减持 |
来源：SEC 13F 申报文件 · 截至 2022-03-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR