Agilis Partners LLC 13F 持仓 · 最近申报 2024年Q4
Agilis Partners 在 2024年Q4（报告期截至 2024-12-31）的 SEC 13F 申报中报告了 25 只证券，申报市值合计 3.32 亿美元。前几大持仓：VTI（42.28%）、SCHB（17.94%）、VCLT（6.43%）。本季前 25 大持仓中：增持 12 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $140.5M | 42.28% | 484,671 | 减持 |
| 2 | SCHB | SCHWAB STRATEGIC TR | $59.6M | 17.94% | 2.6M | 增持 |
| 3 | VCLT | VANGUARD SCOTTSDALE FDS | $21.4M | 6.43% | 285,688 | 减持 |
| 4 | IGLB | ISHARES TR | $20.9M | 6.30% | 423,701 | 增持 |
| 5 | CORP | PIMCO ETF TR | $12.7M | 3.83% | 133,817 | 减持 |
| 6 | VEA | VANGUARD TAX-MANAGED FUNDS | $11.5M | 3.46% | 240,338 | 增持 |
| 7 | VYM | VANGUARD WHITEHALL FDS | $7.9M | 2.39% | 62,304 | 减持 |
| 8 | IDV | ISHARES TR | $7.3M | 2.20% | 267,395 | 增持 |
| 9 | BND | VANGUARD BD INDEX FDS | $6.3M | 1.91% | 88,244 | 增持 |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | $6.1M | 1.83% | 104,602 | 减持 |
| 11 | VNQ | VANGUARD INDEX FUNDS | $5.7M | 1.72% | 64,137 | 增持 |
| 12 | IXUS | ISHARES TR | $5.1M | 1.52% | 76,593 | 增持 |
| 13 | FPE | FIRST TR EXCH TRADED FD III | $3.5M | 1.07% | 200,435 | 增持 |
| 14 | IUSB | ISHARES TR | $3.3M | 0.99% | 73,010 | 持平 |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | $3.0M | 0.91% | 68,380 | 持平 |
| 16 | EMB | ISHARES TR | $2.5M | 0.76% | 28,206 | 减持 |
| 17 | JNK | SPDR SER TR | $2.5M | 0.76% | 26,483 | 增持 |
| 18 | QUAL | ISHARES TR | $2.4M | 0.71% | 13,315 | 减持 |
| 19 | LQD | ISHARES TR | $2.2M | 0.67% | 20,759 | 增持 |
| 20 | FBND | FIDELITY MERRIMACK STR TR | $2.1M | 0.63% | 46,645 | 减持 |
| 21 | IYR | ISHARES TR | $1.5M | 0.44% | 15,878 | 增持 |
| 22 | AGG | ISHARES TR | $1.4M | 0.42% | 14,473 | 持平 |
| 23 | IFGL | ISHARES TR | $1.1M | 0.34% | 58,015 | 增持 |
| 24 | IWV | ISHARES TR | $1.1M | 0.33% | 3,318 | 减持 |
| 25 | SHV | ISHARES TR | $488,008 | 0.15% | 4,432 | 持平 |
来源：SEC 13F 申报文件 · 截至 2024-12-31
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