Atlanta Financial Associates LLC 13F 持仓 · 最近申报 2021年Q1
Atlanta Financial Associates 在 2021年Q1（报告期截至 2021-03-31）的 SEC 13F 申报中报告了 78 只证券，申报市值合计 2.14 亿美元。前几大持仓：SCHZ（31.04%）、IVV（17.08%）、SCHM（14.40%）。本季前 25 大持仓中：增持 5 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SCHZ | SCHWAB STRATEGIC TR | $66.3M | 31.04% | 1.2M | 减持 |
| 2 | IVV | ISHARES TR | $36.5M | 17.08% | 97,263 | 减持 |
| 3 | SCHM | SCHWAB STRATEGIC TR | $30.8M | 14.40% | 451,483 | 增持 |
| 4 | VGSH | VANGUARD SCOTTSDALE FDS | $19.4M | 9.10% | 315,686 | 减持 |
| 5 | SCHX | SCHWAB STRATEGIC TR | $7.2M | 3.39% | 79,697 | 增持 |
| 6 | AAPL | APPLE INC | $3.5M | 1.66% | 26,747 | 持平 |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | $3.5M | 1.66% | 25,088 | 增持 |
| 8 | HD | HOME DEPOT INC | $2.7M | 1.26% | 10,163 | 增持 |
| 9 | SCHA | SCHWAB STRATEGIC TR | $2.3M | 1.10% | 26,338 | 持平 |
| 10 | MSFT | MICROSOFT CORP | $2.3M | 1.09% | 10,457 | 持平 |
| 11 | VYM | VANGUARD WHITEHALL FDS | $2.2M | 1.04% | 24,258 | 持平 |
| 12 | LLY | LILLY ELI & CO | $2.2M | 1.02% | 12,966 | 持平 |
| 13 | ACWI | ISHARES TR | $1.7M | 0.81% | 19,144 | 持平 |
| 14 | VO | VANGUARD INDEX FDS | $1.7M | 0.78% | 8,058 | 持平 |
| 15 | TSLA | TESLA INC | $1.5M | 0.72% | 2,185 | 持平 |
| 16 | SCHD | SCHWAB STRATEGIC TR | $1.4M | 0.65% | 21,672 | 持平 |
| 17 | ACWX | ISHARES TR | $1.2M | 0.56% | 22,753 | 持平 |
| 18 | QQQ | INVESCO QQQ TR | $1.1M | 0.49% | 3,367 | 持平 |
| 19 | DIA | SPDR DOW JONES INDL AVERAGE | $1.0M | 0.47% | 3,272 | 持平 |
| 20 | SCHG | SCHWAB STRATEGIC TR | $984,000 | 0.46% | 7,664 | 持平 |
| 21 | VUG | VANGUARD INDEX FDS | $886,000 | 0.41% | 3,497 | 持平 |
| 22 | SCHB | SCHWAB STRATEGIC TR | $849,000 | 0.40% | 9,334 | 持平 |
| 23 | VB | VANGUARD INDEX FDS | $862,000 | 0.40% | 4,427 | 增持 |
| 24 | CMG | CHIPOTLE MEXICAN GRILL INC | $808,000 | 0.38% | 583 | 持平 |
| 25 | BRKB | BERKSHIRE HATHAWAY INC DEL | $800,000 | 0.37% | 3,452 | 持平 |
来源：SEC 13F 申报文件 · 截至 2021-03-31
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