All Season Financial Advisors, Inc. 13F 持仓 · 最近申报 2024年Q3
All Season Financial Advisors 在 2024年Q3（报告期截至 2024-09-30）的 SEC 13F 申报中报告了 94 只证券，申报市值合计 1.17 亿美元。前几大持仓：BRKB（5.72%）、BNDX（4.35%）、INDA（3.95%）。本季前 25 大持仓中：新建仓 5 只、增持 11 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | $6.7M | 5.72% | 14,587 | 增持 |
| 2 | BNDX | VANGUARD CHARLOTTE FDS | $5.1M | 4.35% | 101,691 | 新建仓 |
| 3 | INDA | ISHARES TR | $4.6M | 3.95% | 79,352 | 减持 |
| 4 | VNQ | VANGUARD INDEX FDS | $4.6M | 3.94% | 47,462 | 新建仓 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $4.5M | 3.85% | 85,591 | 减持 |
| 6 | IVV | ISHARES TR | $4.3M | 3.67% | 7,470 | 减持 |
| 7 | ACWI | ISHARES TR | $4.3M | 3.65% | 35,824 | 增持 |
| 8 | IVE | ISHARES TR | $4.3M | 3.65% | 21,767 | 增持 |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | $3.9M | 3.34% | 21,879 | 减持 |
| 10 | LQD | ISHARES TR | $3.2M | 2.72% | 28,310 | 新建仓 |
| 11 | USMV | ISHARES TR | $3.2M | 2.72% | 34,972 | 增持 |
| 12 | DFAS | DIMENSIONAL ETF TRUST | $2.6M | 2.17% | 39,316 | 增持 |
| 13 | DEM | WISDOMTREE TR | $2.5M | 2.15% | 57,477 | 减持 |
| 14 | AGG | ISHARES TR | $2.5M | 2.09% | 24,255 | 减持 |
| 15 | AVUV | AMERICAN CENTY ETF TR | $2.4M | 2.06% | 25,278 | 减持 |
| 16 | VIOO | VANGUARD ADMIRAL FDS INC | $2.4M | 2.06% | 22,416 | 新建仓 |
| 17 | AAXJ | ISHARES TR | $2.2M | 1.87% | 28,032 | 增持 |
| 18 | COWZ | PACER FDS TR | $1.9M | 1.65% | 33,577 | 减持 |
| 19 | SCHZ | SCHWAB STRATEGIC TR | $1.9M | 1.61% | 39,729 | 增持 |
| 20 | BKLN | INVESCO EXCH TRADED FD TR II | $1.8M | 1.57% | 88,039 | 减持 |
| 21 | IEI | ISHARES TR | $1.8M | 1.56% | 15,313 | 新建仓 |
| 22 | IJH | ISHARES TR | $1.8M | 1.56% | 29,457 | 增持 |
| 23 | AAPL | APPLE INC | $1.6M | 1.34% | 6,760 | 增持 |
| 24 | VIG | VANGUARD SPECIALIZED FUNDS | $1.6M | 1.32% | 7,831 | 增持 |
| 25 | VCSH | VANGUARD SCOTTSDALE FDS | $1.5M | 1.30% | 19,244 | 增持 |
来源：SEC 13F 申报文件 · 截至 2024-09-30
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